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轮证日报 |小米将推自研芯片,牛证涨超100%
uSMART盈立智投 03-26 17:07

今日市场短评

恒生指数3月26日(周五)收盘上涨436.82点,涨幅1.57%,报28336.43点;截至今日收盘,恒指大市成交额报1839.04亿港元。

梳理本周港股行情发现,本周表现最好的五只恒指成分股分布在多个领域,依次为药明生物、安踏体育、龙湖地产、华润置地和蒙牛乳业。相对表现最差的前五只恒指成分股多为科技股,分别为吉利汽车、申洲国际、瑞声科技、美团、阿里巴巴。

窝轮(认股证)焦点

李宁(02331)李宁认购证(28665)到期日:2021年4月杠杆:6.21倍

体育用品股今日继续走强

H&M抵制新疆棉花事件持续发酵,近两年发表过与新疆棉花“切割”言论的外国企业还包括BCI成员巴宝莉、阿迪达斯、耐克、新百伦等。其中,耐克是滔搏的主要合作经销方。而安踏、李宁则先后发声明与BCI组织撇清关系。天风证券指出,H&M产品目前已被多家电商下架,同时国货安踏表示退出BCI,后续预计或有更多国内品牌将继续使用新疆棉。该行认为将效激发国内市场对国货消费热情;此外近几年国人对洋品牌崇尚度有所降低,对国货认可逐步提升,更青睐品质与时尚结合而非一味选择舶来品;本事件后国货品牌力、消费力或将进一步系统性加强。

快手(01024)快手认购证(13714)到期日:2021年7月杠杆:5.81倍

 快手午后涨超7% 瑞银维持其为线上媒体行业首选 目标价升至432港元

瑞银发布研究报告,将快手目标价由430港元微升至432港元,评级“买入”。快手午后涨超7%,截至发稿,涨7.22%,报285.2港元,成交额7.85亿港元。

报告中称,该行维持其线上媒体行业首选,因其电商及广告业务展望更趋正面,特别是去年第四季取得强劲收入表现之后。该行预期,公司其他服务收入受电商带动,今年预计升224%,商品成交金额(GMV)预计也同比升87.4%至7,142亿元人民币。预计公司今年广告收入同比增95%,产品转型预计提升流量也协力广告变现。

| 牛熊证焦点

小米集团(01810)

小米牛证(57694)到期日:2021年11月回收价:22.6杠杆:7.26

 小米集团盘中涨超6%,将在3月29日推出新款自研芯片

小米将于3月29日19:30召开春季发布会,并将发布会上推出新款自研芯片。发布产品已经确认了有小米 11 Pro/Ultra、小米笔记本 Pro 等新品,最新的MIX系列手机也有望在发布会上亮相。小米集团盘中一度涨超6%,截至发稿,涨4.6%,报25港元,成交额22.67亿港元。

此外,有媒体报道,小米正在商谈使用长城汽车的工厂生产电动汽车,最快可能下周宣布合作关系。小米回应联手长城造电动汽车传闻称,一切以公告为准。

衍生品资金流入/流出

 

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