多空博弈,注意震盪風險

大市盤面:港股三大指數震盪收漲。截止收盤,恆指漲0.30%報24792.77點,大市成交額1046.02億港元,國企指數漲0.37%報8711.40點,恆生科技指數漲0.82%報5662.28點。
板塊方面,大型科技股漲跌不一。其中快手上漲3.35%,舜宇光學科技、百度集團漲超1%,網易、美團、阿裏巴巴、騰訊控股收漲;中芯國際、嗶哩嗶哩、攜程集團跌超1%,京東集團、海爾智家、小米集團均收跌。
汽車經銷商、特斯拉概念、燃料電池、綠電概念、鋼鐵、有色金屬、生物技術、醫藥板塊走強。
個股方面,東嶽集團盤中急升,漲13.04%,報收10.40港元,成交額4.83億港元。近期,PVDF相關海內外企業不斷傳出產能擴建消息,機構建議關注已有PVDF產能及原材料優勢的公司。此前,東嶽集團發佈業績預喜公告,預期去年公司擁有人應佔淨溢利將取得大幅增長。而公司旗下有機硅平臺東嶽硅材同樣發佈預喜公告,去年實現扣非淨利潤10.14億元—12.90億元,同比增長304.09%—414.19%。
贛鋒鋰業獲資金追捧,AH股齊大漲,港股贛鋒鋰放量大漲錄得四連升,截止收盤漲7.64%,報收135.3港元,成交額10.59億港元。消息面上,電子盤碳酸鋰提單買賣協議價達到470元/千克。有分析人士表示,澳洲鋰礦生產擾動持續,四季度產量環比下滑,鋰礦價格預計在2022年上半年突破3000美元/噸。此外,多國政府表示將加強產業保護,建立自主產業鏈。
港股通方面,今日南向資金淨流出7.24億港元。今日北水淨賣出中國移動5.84億港元,工商銀行3.26億港元、建設銀行2.55億港元;淨買入藥明生物4.92億港元,快手3.32億港元。
數據方面:渦輪牛熊證沽購比、恆指期權沽購比震盪波動,多空博弈,注意震盪風險。
本文數據及觀點僅供交流學習,不構成投資建議!投資有風險,入市需謹慎!
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