輪證日報 |軍工股逆勢大漲,中航科工購漲100%
| 今日市場短評
港股收盤,恒指收跌0.84%,恒生科技指數收跌2.1%;快手收跌15.3%,創上市以來最大單日跌幅,盤中刷新歷史低位。
| 窩輪(認股證)焦點
中航科工(02357)中科認購證(29256)到期日:2021年9月槓桿:6.04倍
中航科工盤中漲超10% 機構稱其代表航空產業鏈的優質資產
華金證券此前表示,中航科工代表了航空產業鏈的優質資產。1)航空整機以直升機、教練機為主。直升機已呈譜系化發展,形成“一機多型、系列發展”的良好格局。2)航空配套以航電系統、高端連接器為主。 公司是港股上市的航空類公司唯一標的,具有稀缺性。結合國防軍工行業景氣度向上以及公司作為中航工業最主要的平臺類公司,將充分受益於行業和集團公司的發展,存在估值修復的空間。
| 牛熊證焦點
中芯國際(00981)
中芯牛證(53596)到期日:2022年2月回收價:25.2槓桿:7.06倍
晶片股今日繼續走高
據科創板日報報導,全球成熟制程晶片產能嚴重短缺再次得到驗證。專注於8吋晶圓代工的世界先進董事長方略8月3日表示,晶圓代工成熟制程市場需求火熱,已陸續有客戶上門與世界簽長期供貨合約、提交預付款“包產能”。這是第一家成熟制程晶圓代工廠與客戶簽長約的案例,凸顯了成熟晶圓代工市場行情火熱、客戶爭奪產能的盛況。
| 衍生品資金流入/流出

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