《輪動華泰》阿里跌穿115元大關 資金流入好倉博反彈
美國聯邦上訴法院重新容許總統特朗普執行大部分關稅措施,貿易政策尚未明朗,美股昨晚反覆先跌後回升。科技股領跌之下,港股低開233點 ,今個星期暫維持上落格局,好淡倉資金分歧。
淡倉選擇可留意收回價24000點的恆指熊59487;牛熊街貨分佈圖顯示牛證比例暫時維持65%,看好可留意收回價22500點的恆指牛56289。
上日繼續最多資金撈阿里(9988)好倉,有4800萬淨流入。阿里巴巴上季業績少有亮點拖累股價回調,今早開盤即穿上日低位(115.3元),最低112.8元創一個月低位。兩手準備留意阿里購15734,行使價140.1元,2025年12月到期;淡倉選擇留意短身阿里沽15733,行使價95.83元,2025年8月到期。
理想(2015)上日(29日)收市後公佈首季業績,上季經調整淨利潤跌兩成,收入升1.1%,次季業績指引不及市場預期。集團公佈新款車型i8及i6車型分別定於7月及9月發布。
理想開盤仍高開4%,留意今早交易活躍的理想購14318,行使價155.8元,2025年10月到期。
更多資訊請瀏覽https://warrants.htsc.com.hk/tc/insights/commentary。
《華泰金融控股(香港)股票衍生品經理溫蕎菲》
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