熱點掃描 | 抗疫概念走弱，開拓藥業跌超6%
uSMART盈立智投7月26日消息，截止發稿，港股三大指數齊漲，恆生指數漲0.69%，報20702.92點，成交額252.85億；國企指數漲0.54%，報7115.67點，成交額69.38億；紅籌指數漲0.67%，報3734.33點，成交額9.77億。
抗疫概念走弱，開拓藥業跌超6%，騰盛博藥跌近5%，三葉草生物跌超4%，康希諾生物跌超2%；
內房股走弱，寶龍地產跌超8%，旭輝控股、合景泰富集團、中國海外發展跌超2%；
博彩股走高，金沙中國漲超3%，美高美中國漲2%，銀河娛樂漲1%；
餐飲股普漲，九毛九漲3.4%，奈雪的茶漲2%，譚仔國際、呷哺呷哺均有漲幅，國泰君安發佈研究報告稱，快速擴張期爲單品牌餐企最好的投資節點，通常會有戴維斯雙擊行情，多品牌戰略下，新品牌成功會帶來業績估值雙升，瓶頸期增強抗風險能力，帶來與相比於同行業公司顯著的估值溢價；
石油股普漲，中國石油股份、中海油田服務漲近2%，中國海洋石油1.8%，中國石油化工股份漲1%，崑崙能源跟漲；
熱門股
復星醫藥高開6.38%，報33.35港元，復星醫藥公佈，2022年7月25日，公司控股子公司復星醫藥產業與真實生物簽訂《戰略合作協議》，雙方就推進聯合開發並由復星醫藥產業獨家商業化阿茲夫定等事宜達成戰略合作，此次合作領域包括將阿茲夫定用於新冠及艾滋病的預防及治療領域；
康臣藥業大漲超25%，報5.15港元，市值41億港元，消息面上，萬邦德擬通過支付現金方式收購康臣藥業29.5%的股份，預估轉讓價格爲每股人民幣約9.17元(相當於10.64港元)，較上交易日(25日)收報溢價159.51%，交易完成後，萬邦德將成爲康臣藥業第一大股東。
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