轮证日报 |比亚迪与小米洽淡造车,牛证涨60%
| 今日市场短评
港股假后复市表现疲软,恒指今早高开逾百点后倒跌,一度插水385点,午后回顺。截至收盘,恒指收跌0.71%,报28638.53点。盘面上,区块链板块与体育用品走强,钢铁股、燃气股与黄金股走低。个股方面,特步国际收涨20.72%,希玛眼科涨28.45%,正通汽车跌7.78%。
| 窝轮(认股证)焦点
信义玻璃(00868)信义认购证(21744)到期日:2021年9月杠杆:4.54倍
汇丰研究:上调信义玻璃目标价至34.5港元 评级买入汇丰环球研究发表报告指,由去年的低位计,内地浮法玻璃价格年初至今已按年涨价了40%,且在今年农历新年后急剧上升,主要是受到下游需求强劲,及行业供应紧张所支持。该行表示,目前浮法玻璃的库存周转少于半个月,达到历史最低水平,认为现时的低库存,可支持即将到来的雨季的价格表现。由于浮法玻璃价格势头较预期强劲,汇丰研究上调信义玻璃今年至2023年盈利预测分别9%、6%及13%,股份目标价由31.5港元升至34.5港元,评级维持买入,并相信集团持续努力扩大产能为长期盈利增长提供了另一动力。
| 牛熊证焦点
比亚迪股份(01211)
比迪牛证(50115)到期日:2022年3月回收价:200杠杆:6.82倍
比亚迪正与小米洽淡造车项目
消息面上,比亚迪董事长王传福近日表示,劝雷军别造车是误读,比亚迪和小米正在汽车领域洽谈合作。王传福说,在未来的汽车业务上,比亚迪也将支持小米在汽车领域的发展,不仅仅是支持,比亚迪也愿意和小米在汽车领域合作,并且正在洽谈一些项目。
| 衍生品资金流入/流出


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