港股午評：恆指漲0.92%，重型機械股爆發，鋼鐵等資源股低迷
港股上午盤三大指數探底回升，恆指漲0.92%報26198點，國指漲0.76%報9303點，恆生科技指數跌0.13%報6772點。南下資金半日淨流入1.75億港元，大市半日成交額爲955億港元。
盤面上，重型機械股大爆發，中聯重科、中國重汽均大漲超11%；恆大概念股漲幅居前，恆騰網絡暴漲逾32%；建材水泥股、電力股、中資券商股、內房股、光伏股、汽車股均大幅拉昇，小鵬汽車大漲近11%；大型科技股漲跌不一，網易升超3%，百度升超2%，騰訊跌超2%；鋼鐵股、煤炭股、體育用品股、濠賭股表現低迷。
重型機械股大漲，挖掘機7月銷量降幅或收窄。消息面上，最新CME預估，預計今年7月挖掘機(含出口)銷量約爲18500臺，同比下降3%左右，降幅開始收窄。從相關上市公司獲悉，今年4-6月銷量增長不達預期，主要是之前預支效應導致增速下降。三一重工相關人士表示，從行業需求趨勢看，7月份預計比5、6月份要好些，同比降幅會有收窄。比如內蒙、新疆等地區在七一前尚未開工的工程已陸續啓動。
濠賭股走低，澳門7月賭收略低於預期。澳門博彩監察協調局昨日公佈，澳門7月份幸運博彩毛收入爲84.44億澳門元，同比增長528.1%，預估爲540.5%，環比增29.2%，連升6個月；1-7月份幸運博彩毛收入同比增長63.9%。美銀證券曾發研報指，預期今年賭收復蘇至2019年46%，明年恢復到86%(明年下半年全面復甦)，相信邊境開放爲仍然是復甦關鍵。雖然受變種病毒的困擾，但預期接種率上升，有助內地與港澳在下半年放寬邊境措施，將會成爲轉折點。該行降賭股目標價約14%，同時降2022年EBITDA預期8%，以反映較緩慢的復甦。
小鵬汽車-W(9868.HK)大漲近11%，7月交付8040輛智能車，創下公司最高月度交付紀錄。小鵬汽車今早宣佈，公司在2021年7月交付8,040輛智能車，同比增長228%，環比增長22%，同比增長228%，創下公司最高月度交付紀錄。2021年7月交付6,054輛P7智能轎跑，爲P7發佈以來最高月度交付紀錄；2021年初至今累計交付38,778輛智能車，同比增長388%。
網易(9999.HK)漲近4%，網易雲音樂通過聆訊。港交所官網顯示，網易雲音樂已通過上市聆訊並上載聆訊後資料集，上市聯席保薦人爲美林、中金及瑞信。資料集最新披露數據顯示，網易雲音樂2021年Q1業績保持快速增長。其中，在線音樂付費用戶數2429萬，在線音樂付費率位居第一，爲13.3%。
龍源電力(0916.HK)續升7%欲創新高，4日累計大漲30%。國元國際維持龍源電力“買入”評級，目標價升至16.2港元。公司風電發電量增長表現較好，主要受益良好的風資源以及增量電站發電量貢獻。另外，公司A股發行上市有望進入證監會發審會審覈通過的關鍵階段。
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