輪證日報 |恒指重挫,熊證漲90%
| 今日市場短評
恒指低開79點,跌幅曾收窄至34點,其後沽壓驟增,截至收盤,恒指收跌2.13%,恒生科技指數收跌2.93%。
SaaS概念、汽車、航空、體育用品板塊走強,黃金及貴金屬、內險、恒大概念板塊下挫。
個股方面,恒大汽車跌14.53%,美團跌7.15%,快手與阿里巴巴刷新歷史新低,騰訊控股刷新52周最低。
| 窩輪(認股證)焦點
金蝶國際(00268)
金蝶認購證(21591)到期日:2021年9月槓桿:12.87倍
金蝶國際盤中大漲逾10% 中期收入同比增長34.95%
金蝶國際18日發佈公告,截至2021年6月30日止6個月,公司收入18.72億元,同比增長34.95%;但股東應占虧損2.48億元,較同期虧損擴大。期內,集團持續發展雲訂閱服務,助力集團雲業務實現收入同比增長55.1%,收入占比約66.1%。金蝶雲訂閱服務年經常性收入(ARR)約為12.7億元,同比增長71.5%。
| 牛熊證焦點
恒生指數(HSI)
恒指熊證(57721)到期日:2021年12月回收價:26332槓桿:18.68倍
恒指跌破25400點 專家指騰訊升勢受限恒指反復向下並曾跌逾500點,低見25348點,徘徊25400點附近。申萬宏源投資顧問服務部主管麥嘉嘉表示,市場整體看淡,短期資金動量不足,技術支持位逐漸下移,現時短線支撐25200點,阻力點25800,麥嘉嘉向投資者表示短期應留意明日恒生季檢的成分股變動,週邊方面則觀望下月傑克遜霍爾年會。騰訊昨日收市公佈業績,遊戲收入僅增長12%至430億元,遭多間大行下調評級,但今日一度跑贏大市,及後轉跌逾1%,麥嘉嘉認為騰訊業績優於預期,但最主要收入來源的遊戲業增長緩慢,再加上面臨監管風險,騰訊主動限制部分遊戲的未成年用戶遊玩時間及消費,令股價表現受限,又指市場較冷淡,目前僅新能源汽車板塊靠穩。
| 衍生品資金流入/流出


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