輪證日報|手遊股大漲，心動認購證漲50%
今日市場短評
美股週二收跌。美國國債收益率大幅攀升，令高成長科技股承壓。今日開盤，恆生指數高開0.49%，隨後盤中轉跌。截至收盤，恆生指數漲0.06%，報24127.85點；國企指數跌0.09%，紅籌指數漲1.33%。盤面上，物業股、內房股、煤炭股全天強勢，醫藥外包概念股、汽車股、蘋果概念、特斯拉概念股走低。個股方面，碧桂園服務收漲8.42%，信義玻璃收漲5.33%，華潤置地收漲3.83%，華虹半導體收跌3.32%，小鵬汽車收跌5.85%，藥明康德收跌7.35%。
窩輪（認股證）焦點
心動公司（02400）
心動認購證（24904）到期日：2022年2月
槓桿：6.97倍
部分手遊股走高 心動公司一度漲近8%
據聯交所最新權益披露資料顯示，2022年1月14日，心動公司獲執行董事、董事會主席及首席執行官黃一孟在場內以每股均價33.40港元增持12萬股，涉資約400.8萬港元。增持後，黃一孟最新持股數目爲164,453,967股，持股比例由34.21%上升至34.23%。
牛熊證焦點
騰訊控股（00700）
騰訊牛證（68152）到期日：2022年9月
回收價：440槓桿：22.23倍
騰訊控股公佈，於2022年01月18日回購44萬股，每股回購價介乎451.00港元至467.60港元，涉資2.02億元。本年內至今爲止(自普通決議案通過以來) 累計購回證券數目爲952.32萬股，佔於普通決議案通過時已發行股份數目的0.099%。
大摩：予騰訊控股“增持”評級 目標價降7.7%至600港元
大摩發佈研究報告稱，予騰訊控股“增持”評級，預計第四季騰訊收入疲軟，僅增長6%，非國際財務報告準則營業收入跌3%，由於2021年第四季遊戲遞延收入確認及監管阻力，下調今年收入預測5%至增長12%，目標價由650港元降至600港元。
報告中稱，大摩預計廣告業務將從今年下半年開始恢復活力，非國際財務報告準則營業收入預測下跌3%至增長5%，反映較軟的廣告和社交網絡的增長。另外，降低了國際財務報告準則的淨利潤估計3%，考慮撤資京東聯營投資變化。
衍生品資金流入/流出
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