《輪動華泰》長汽月內累升近四成 快手績前獲好倉部署
隔夜美股在週五鮑威爾講話前觀望情緒濃厚,科技巨頭高位遇沽壓,標指、納指均收跌,但中概股指數逆市漲。
港股今早(21日)開市後於20天線(暫處25,115點)上下爭持,資金流數據顯示過去兩日資金流入好倉,多部署在24,600-24,800點相對貼價位置,可留意回收價24,800點的恆指牛67919,與回收價24,600點的恆指牛63378;淡倉可留意收回價25600點的恆指熊66635,防守性較強。
萬國數據(9698)昨日公佈業績,二季度歸屬股東淨利達6.9億人民幣,實現同比扭虧為盈。萬國數據美股績後漲超7%,港股開盤高開6%後升幅收窄。看好可留意萬國購18129,行使價40.05元、2026年2月到期。
中興通訊(763)今日早盤表現強勢,一度升超14%,月初以來股價已升近三成。據報中興(00763.HK)搶灘6G研發,推出業界首款大規模陣列樣機。近期受外資大行青睞,看好後市可留意中興購14162,行使價42.8元、2026年9月到期,引伸波幅同條款下最低。
快手(1024)將於今日盤後公佈業績,市場關注其電商GMV增長情況,及旗下可靈AI的應用進展,料二季度營收增逾一成。本月早時快手與美團合作上線外賣功能,引市場擔憂新外賣業務拖累營收,一度曾單日跌超9%。留意上日有超1000萬輪證資金部署快手好倉,兩手準備快手購15078,行使價91元、2025年12月到期;快手沽13428,行使價35元、2025年10月到期。
長城汽車(2333)新車型銷售亮眼,哈弗猛龍2026款上市24小時訂單超兩萬台。此前長汽宣佈其巴西工廠正式竣工投入生產,初期產能為每年3萬輛,該工廠將作為長城汽車海外第三大全工藝整車製造中心。受消息提振,長城汽車今早漲超5%,本月內股價已累漲近四成,創一年高。繼續看好可留意15649長汽購,行使價19元、2026年2月到期。
更多資訊請瀏覽https://warrants.htsc.com.hk/tc/insights/commentary。
《華泰金融控股(香港)股票衍生品經理溫蕎菲》
*筆者為證監會持牌人士,並無持有上述之相關資產
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