You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《出旗制胜》港股通今起暂停,美团腾讯股价仍硬净,留意美团购22820/腾讯购29718
阿思达克 02-09 15:09
隔晚美股三大指数齐创新高,港股连升两日後,今早(9日)再高开过百点。上日(8日)恒指成份股成交额排名前三有腾讯 (700)110亿、美团(3690)47.8亿、小米(1810)46.4亿。

美团(3690)上日跑赢大市,更曾一度升逾3%,上过413.8元,收报406.4元。今早(9日)曾一度上过411元(升1.1%)。截至上日,北水录得连续9日净买入美团。至於轮场资金流方面,美团为上日十大淡仓流入之个股,投资者以看淡部署居多。花旗最新报告指,考虑到外卖业务日益增长和堂食业务持续复苏的带动下,预计美团第四季度业绩将录得稳健,并维持买入评级不变,目标价从336元上调至495元,以反映生鲜电商业务估值上升的因素。如投资者亦看好之後公布的业绩,或可留意美团购22820,行使价468.2元,实际杠杆6.3倍,引伸波幅57.0%,换股比率100兑1,2021年05月03日到期。

另外亦留意到美团股价2月份一直处於高位400元区间上下徘徊。投资者如认为股价短期有回套压力,或可留意美团沽29047,行使价308.68元,实际杠杆4.2倍,引伸波幅53.7%,换股比率100兑1,2021年07月29日到期。

另外,有报道指抖音正式向法院起诉腾讯(0700)限制旗下微信和QQ用户分享来自抖音的内容,但消息没有影响股价向上,昨日最多升2.3%。截至上日,北水更录得连续33日净买入,连续多日受北水拥戴。如投资者看好,或可留意腾讯购29718,行使价850.5元,实际杠杆6.5倍,引伸波幅42.4%,换股比率100兑1,2021年06月29日到期。轮场资金流方面,腾讯上日为十大淡仓流入好仓流出之个股,意味投资者以看淡腾讯的部署为主。另外要注意港股通,即南向交易自今日(9日)起暂停,至2月18日才恢复买卖。腾讯没有北水支持下,未知对股价会否承压,欲作淡仓部署或想以认沽证对冲手上持有的正股下行风险的投资者或可留意腾讯沽23487,行使价595.38元,实际杠杆8.2倍,引伸波幅40.2%,换股比率100兑1,2021年05月28日到期。

本资料由花旗环球金融亚洲有限公司刊发,其并不构成任何建议、邀请、要约或游说买卖结构性产品,也不构成结构性产品之销售或配售。本资料仅属参考性质,且仅以香港居民为目标对象。结构性产品属复杂产品,投资者务须就此审慎行事。结构性产品并无抵押品,如发行人无力偿债或违约,投资者可能无法收回部份或全部应收款项。结构性产品价格可急升或急跌,投资者或会蒙受全盘损失。投资者购买时,所依赖的是发行人的信誉。有关资产过往表现并不反映将来表现。花旗环球金融亚洲有限公司为结构性产品之流通量提供者,亦可能是其唯一市场参与者。花旗环球金融亚洲有限公司、Citigroup Global Markets Europe AG及其联属公司均不对结构性产品: (i) 能否於预定上市日上市, 及(ii)其上市後之流通量,作出任何声明或保证。投资者应仔细查阅基本上市文件(包括基本上市文件增编)及补充上市文件内有关结构性产品之相关风险及详情,自行评估风险,并谘询专业意见。花旗环球金融亚洲有限公司、Citigroup Global Markets Europe AG、其联属公司及董事及雇员可能持有不时在本资料所述证券之权益(作为主事人或其他)。花旗环球金融亚洲有限公司、Citigroup Global Markets Europe AG及其联属公司亦可为本资料所述任何公司或发行人之证券或衍生工具於市场作价。花旗环球金融亚洲有限公司、Citigroup Global Markets Europe AG及其联属公司亦可能为本资料提述证券的有关公司及其联属公司提供其他服务。本资料仅以香港居民为目标对象。在其他国家下载本资料可能属违法,假如阁下因下载本资料而违反阁下居住所在国家的法律,花旗环球金融亚洲有限公司、Citigroup Global Markets Europe AG及/或其联属公司均一概不承担责任。香港境外人士不应倚赖本材料或据此行事。本资料严禁於适用法律或法规不容许分发、传送、披露或发布的地区复制、分发、传送、披露或发布给当地人士。为遵守适用的法律及法规,本资料内容仅为香港居民而设, 阁下不应在香港境外浏览及/或下载本资料。~

重要声明:

以上资讯由第三方提供,AASTOCKS.com Limited对於任何包含於、经由、连结、下载或从任何与本网站有关服务所获得之资讯、内容或广告,不声明或保证其内容之正确性或可靠性。对於您透过本网站上之广告、资讯或要约而展示、购买或取得之任何产品、资讯资料,本公司亦不负品质保证之责任。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account