恆指期權沽購比區間回升。維持震盪看法
大市盤面:三大指數全天高位震盪。恆指收漲1.0.8%,報24254點,大市成交額1251億港元。國指收漲1.58%,報8657點。科技指數收漲2.23%,報6103點。
板塊方面,大型科技股普遍上揚,阿裏巴巴漲超2%,快手漲近2%,百度集團、京東集團、騰訊控股漲超1%,美團、嗶哩嗶哩漲近1%。
在線教育股集體上揚,思考樂教育漲超31%,新東方在線漲超14%,新東方漲超13%。
綠電概念延續上漲趨勢,華電國際電力股份漲超11%,龍源電力漲超9%,華能國際電力股份漲超8%,華潤電力漲超5%。
蘋果概念、餐飲股、醫美概念股、家電股、SaaS概念、汽車零件等板塊漲幅居前,其餘多數板塊均表現活躍。
個股方面,消息顯示,在線教育學科類牌照即將下發,高中業務拿到營利準生證。新東方在線大漲14.29%,新東方大漲13.16%。
康哲藥業漲11.60%,附屬公司擬收購一家醫美專業公司100%股權。
港股通方面,今日南向資金淨流入21.83億港元。今日北水淨買入華潤電力4.20億港元,龍源電力2.47億港元,中國電力2.08億港元;淨賣出中國移動3.70億港元,小米集團2.76億港元,比亞迪股份1.34億港元。
數據方面:恆指波幅指數溫度繼續回落,渦輪牛熊沽購比、恆指期權沽購比區間回升。維持震盪看法。

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