港股午評：大型科技股暴動，恆生科技指數大漲2.7%，快手飆升10%
港股上午盤三大指數大漲，科技股強勢崛起，致恆生科技指數漲2.72%報7718點，恆指漲1.86%報28027點，國指漲2.15%報10159點。南下資金半日淨流入24.48億港元，大市半日成交額爲883億港元。
盤面上，大型科技股集體爆發，帶動市場做多情緒大增。快手飆升10%，美團、騰訊均大漲逾5%，阿裏巴巴、百度、京東均大漲超4%；汽車經銷商股大幅拉昇，區塊鏈股、啤酒股、光伏股、港口航運股、煤炭股、汽車股現普漲行情；保險、石油股等權重均上揚；惟醫美概念股跌幅靠前，紙業股、餐飲股走弱明顯。
科技股集體爆發，騰訊美團大漲超5%。此前在美上市的中概股普遍出現震盪，帶動在香港上市的科技股也出現較大跌幅。有分析人士指，在經歷過一輪迴調後，隨着估值的調整，科技板塊目前已具備一定的配置性價比。
汽車經銷商股全線拉昇，正通汽車領漲。中汽協稱，今年上半年，新能源汽車產銷雙雙超過120萬輛，分別達到121.5萬輛和120.6萬輛，同比增長均爲2.0倍。與2019年同期相比，產銷同比增長94.4%和92.3%。 此外，大和日前發報告，認爲在寶馬和保時捷銷售強勁的背景下，永達汽車的盈利質素應該繼續改善，將12個月的目標價由22港元提高到24港元，重申“買入”評級。
快手-W(1024.HK)大幅反彈10%，“一拍成名”短視頻大賽總曝光量達311.7億。近日，快手“一拍成名”短視頻大賽落下帷幕，數據顯示，本次活動整體曝光量達311.7億，累計有165.8萬創作者參與此次活動，在本次活動中分得現金的創作者達2.13萬人次。
力勁科技(0558.HK)再度破頂，年內股價翻逾11倍。力勁科技此前發佈年度業績，期內公司實現收入40.21億港元，同比增加46.43%；公司擁有人應佔年度溢利3.44億港元，同比增加10384.05%。公司是全球最大的壓鑄機製造商。子公司IDRA爲特斯拉提供世界最大的Giga Press壓鑄機。據悉公司已應特斯拉要求推出8000噸等更大噸位產品，相信是爲了生產特斯拉的Cybertruck。
丘鈦科技(1478.HK)續漲超5%，6月攝像頭模組銷售數量同比增長20.5%。丘鈦科技上週五(9日)晚間披露今年6月主營產品銷售數據，當月攝像頭模組銷售數量合計爲3838.9萬件，環比增長0.3%，同比增長20.5%。
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