港股午評：恒指升0.78%，豬肉板塊反彈，電影概念股集體強勢
格隆匯7月10日丨受螞蟻被罰靴子落地影響，港股早盤大幅高開，三大指數隨即持續回落但仍維持上升行情，恒生科技指數升1.25%表現最佳，恒指、國指分別升0.78%和0.7%。
盤面上，權重科技股普遍上升，阿里巴巴升超3%，快手、京東、美團升超2%，騰訊、網易升1.5%，惟小米由升轉跌至1.3%；發改委啟動今年次批中央豬肉儲備收儲，萬洲國際升超4%領升豬肉概念股，暑期檔總票房破70億元，電影概念股集體強勢，貓眼娛樂、阿里影業領銜；零售股、燃氣股、濠賭股、手遊股、餐飲股、電力股、半導體股紛紛上升。 另一方面，房企將迎來債券到期高峯，內房股衝高回落，佳兆業集團跌超12%，帶領建材水泥股走低，汽車股多數下跌，零跑汽車、小鵬汽車均跌超2%。
板塊方面
電影概念股集體上升，暑期檔總票房接近70億元。消息面上，據貓眼專業版數據，今日11時16分，2023年暑期檔總票房（含預售）突破70億元，《消失的她》《八角籠中》《變形金剛：超能勇士崛起》分列暑期檔票房前三。
豬肉概念股普升，萬洲國際升超4%，改委啟動今年次批中央豬肉儲備收儲。消息面上，為推動生豬價格儘快迴歸至合理區間，國家發展改革委將會同有關方面啟動年內第二批中央豬肉儲備收儲工作，並指導各地同步收儲。方正證券指出，豬價將延續供強需弱，窄幅震盪局面，難以突破成本線。
個股方面
中國中免盤中一度反彈超11%，中期營收同比增長29.68%。中國中免發佈業績預吿，2023年上半年實現營業收入358.58億元，同比增長29.68%；實現歸屬於上市公司股東的淨利潤38.64億元，同比下降1.87%。近日，中國中免H股獲摩根大通增持25.27萬股，每股均價108.8028港元。此外，富瑞予公司“買入”評級，目標價243.6港元。
次新股藥師幫升超9%再度破頂，較發行價累升近40%。藥師幫運營着中國最大的醫藥數字化服務平台，2022年總GMV達到378億元人民幣，營業收入142.75億元，2020-2022營收年複合增長率高達53.42%。 安信國際表示，得益於強大網絡效應，公司成為中國最大及發展迅速的院外數字化醫藥產業服務平台。此外，該行指出，隨着雲計算、大數據等技術的進步，醫藥交易及服務流程逐步實現數字化、標準化。
順豐同城升超7%，收入實現良好增長，預計中期扭虧為盈。該公司上週五盤後公佈，公司預計截至2023年6月30日止六個月實現盈利，與截至2022年6月30日止六個月的公司擁有人應占綜合淨虧損約人民幣144百萬元相比扭虧為盈。扭虧為盈主要歸因於：收入實現良好增長，訂單密度增加、業務結構向好，進一步提升網絡規模經濟效應；科技驅動精益高效的運營底盤，提升資源投入產出效率，毛利率及費用率持續改善。
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