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輪證日報|科網股微盤拉昇,阿裏牛證漲170%
uSMART盈立智投 01-06 16:39

今日市場短評

港股午後跌幅反覆靠穩,尾盤反彈翻紅後迅速拉昇走高。截至收盤,恆指收漲0.72%,恆生科技指數收漲1.37%。科技股明顯拉昇,中醫藥股表現強勢,香港零售股、電力股跌幅居前。個股方面,中鋁國際(02068.HK)收漲27.31%,近一個月獲北水大幅加倉,明源雲反彈收漲14.51%,阿裏巴巴全天維持較強走勢收漲5.68%,中國華融復牌次日仍收跌19.61%,比亞迪電子收跌8.66%,周大福收跌7.6%。

窩輪(認股證)焦點

明源雲(00909)

明源認購證(12283)到期日:2022年8月槓桿:2.89倍

明源雲反彈逾12% 擬以不超1億美元回購股份

昨日創歷史新低的明源雲反彈拉昇,午後漲幅擴大至超12%,報16.98港元,總市值335億港元。公司董事會已決定動用股份購回授權,視乎市場情況,可能以總金額不超過等值於1億美元的港元不時於公開市場購回股份。建議股份購回反映董事會及管理層團隊對公司業務發展前景的信心。

牛熊證焦點

阿裏巴巴(09988)

阿裏牛證(66016)到期日:2022年9月回收價:113

槓桿:10.71倍

傑富瑞:重申對科網股樂觀看法,電商首選阿裏巴巴等股

傑富瑞發表中國互聯網行報告,指內地科網股昨日股價呈回調,料不應影響互聯網參與者的業務戰略,並認爲股價回調提供了一個切入點,以捕捉長期的行業前景。 該行重申對內地科網股前景和2022年首選股的樂觀看法。在內地電商領域中首選包括阿裏巴巴、京東、美團及達達;在內地娛樂領域中首選包括騰訊、網易、快手、嗶哩嗶哩。

衍生品資金流入/流出

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