香港恆生指數7月10日（週五）收盤上漲144.94點，漲幅0.6%，報24175.12點； 香港恆生科技指數7月10日（週五）收盤下跌9.9點，跌幅0.21%，報4721.66點； 國企指數7月10日（週五）收盤上漲41.9點，漲幅0.52%，報8039.19點； 紅籌指數7月10日（週五）收盤上漲26.93點，漲幅0.7%，報3851.04點。

Samsung Electronics will unveil its flagship Galaxy Z8 wide‑fold lineup at a July 22 event in London, with models expected to include Galaxy Z Fold8 Ultra, Galaxy Z Fold8 and Galaxy Z Flip8; the series is slated to go on sale on Aug. 7. Electronic Times reports higher component costs could push prices up to KRW200,000 above the prior generation — reported prices: Galaxy Z Fold8 Ultra 256GB KRW2,570,000 (≈CNY11,619), Galaxy Z Fold8 KRW2,270,000 (≈CNY10,262), Galaxy Z Flip8 KRW1,680,000 (≈CNY7,595). Apple is said to plan a wide‑fold iPhone for September and Huawei’s Pura X positioning is already in place, signaling an intensifying competitive landscape for wide‑fold smartphones into H2 2026.

【期貨熱點追蹤】頭部企業集中冷修+計劃提價提振情緒，玻璃能徹底扭轉弱勢嗎？高庫存邏輯繼續擠壓現貨利潤，短期供需結構或難改。