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輪證日報 |恒生科技低開低走,熊證漲30%
uSMART盈立智投 08-16 16:50

今日市場短評

港股連跌兩日後,今早繼續反復下行。恒指早間插水1%,午盤繼續下挫。截至收盤,恒指收跌0.8%,恒生科技指數曾跌超3%,科技股與新能源汽車股重挫,短視頻概念股、手遊股、燃料電池板塊表現疲軟。

個股方面,嗶哩嗶哩跌近8%,贛鋒鋰業跌7.76%,比亞迪股份跌7.24%。

窩輪(認股證)焦點

李寧(02331

李寧認購證(16924到期日:20221槓桿:5.13

匯豐:上調李寧目標價至99.8港元 評級買入匯豐環球研究發表報告指,李寧上半年增長及盈利表現強勁,其中純利增長187%,純利率亦按年改善8個百分點至19.2%,主要是受惠於經營槓桿及毛利率擴張6個百分點。該行預期,集團今年的收入可有52.3%的增長,今年至2023年的年均複合增長率為20.3%;今年的淨利潤率達16%,對比管理層指引為16%至17.5%;至於今年至2023年的純利年均複合增長率估計為26.5%。匯豐上調李寧目標價,由95.7港元升至99.8港元,評級維持買入,並調升集團今明兩年EBIT預測9.7%至1.4%。

牛熊證焦點

恒生科技指數(HSTECH

恒科熊證(52455到期日:20221回收價:7000槓桿:8.79

恒生科技指數今日低開低走,午後跌近3%。成份股方面,多只個股跌超4%

消息面上,據媒體報導,8月3日,阿里巴巴發佈最新財報。有消息稱,阿里巴巴在隨後的電話會議上,向投資者透露,其部分業務將不再被視為重點軟體企業,從而不再享受10%的稅收優惠政策。業內人士表示,稅率優惠政策的變化主要針對的應該是阿里、騰訊等互聯網巨頭,而對更多創業初期的新經濟企業影響不大。

衍生品資金流入/流出

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