港股午評：恒科指大升2.1% 恒指盤中收復兩萬八 手機概念股強勢
格隆匯10月11日丨港股上午盤延續昨日強勢行情，三大指數盤中均升超2%，恒生科技指數更是一度大升近3%，午間收升2.1%，恒指、國指分別上升1.44%和1.47%，恒指盤中收復兩萬八關口。
盤面上，大型科技股連續上演反彈行情，美團勁升4%錄得4連升，京東、阿里巴巴、百度、騰訊、小米皆升超1%；生物醫藥股全線大升，雲頂新耀、康龍化成、昭衍新藥升幅居前；華為上調出貨量預期供應鏈或將迎來需求改善，手機概念股表現強勢，丘鈦科技大升超20%遙遙領先，舜宇光學亦升超10%；汽車股、光伏股、影視娛樂股等熱門板塊紛紛上升。 另一方面，近日強勢的軍工股回調，航空股多數繼續下跌，中國東航跌近3%錄得3連跌，家電股、重型機械股走低。
板塊方面
手機概念股大升。據最新消息，華為目標在2024年出貨6000萬-7000萬部智能手機。相關消息人士表示，華為已經向供應鏈追加了足夠數量的訂單，確保2024年全年能夠達到這一出貨數字。國泰君安此前表示，華為Mate 60 Pro新機發布，技術不斷突破塑造極強產品力，華為相關產業鏈直接受益，有望率先走出行業週期底部，實現業績增長。
生物醫藥股集體強勢。消息方面，亞特蘭大聯儲主席博斯蒂克週二表示，美國央行沒有必要進一步提高利率。由於醫藥行業對金融政策趨向的敏感程度非常高，加息動作對高估值創新藥研發企業影響較大，或會導致其融資難度加大。反之對於醫藥行業則是利好消息。
個股方面
聯邦制藥升超7%，北水加倉+機構唱好。消息上，南向資金10月9日淨買入聯邦制藥455.64萬股，錄得連續7日增持。另外，高盛日前上調公司評級至“中性”，目標價升至8.81港元。該行將公司今年、明年及2025年的各年純利預測分別上調88%、56%及30%。
昊天國際建投續升9%，股價逼近上市高位。該股自今年7月以來持續拉昇，近期股價在高位徘徊。公司是一家主要從事建築機械相關業務的香港投資控股公司。儘管去年香港建造業的運作受到COVID-19的影響，但公司截止2023年3月31日年度業績同比扭虧為盈。
IMAX中國早盤跌超11%，私有化計劃未獲批。IMAX公司10月10日發佈聲明確認，經IMAX中國股東投票表決，公司收購IMAX中國9630萬股流通股的提議將終止進行。70%的股東投票贊成擬議交易，但反對票票數超過了10%。根據香港法律，反對票票數超過10%，即可否決私有化提議。
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