《輪動華泰》創新藥概念表現強勢 阿里變相減持阿里健康
美國週四獨立日假期前只有半日市,週五將假期休市,最新就業數據顯示經濟仍穩健,標指及納指盤中續破頂兼創收市歷史新高,標指高收0.83%,納指彈1.02%。
不過港股未能跟隨外圍造好,恆指曾失守兩萬四關口,淡友積極食糊,資金轉流入好倉,上日牛證最多加倉區域位於收回價23500點至23600點,即市資金亦繼續部署該區域的恆指牛69801,熊證部署可留意收回價24800點的恆指熊59173。
阿里(9988)發行2032年到期,120.23億元零息可交換債券,可以以每股6.23元交換阿里健康股份,換股價較上日收市溢價37%,假設全數兌換,佔阿里健康發行股本不超過12%,集資所得用作支持雲基礎設施及國際商業業務等於一般用途。
遭變相減持阿里健康(241)半日急跌6.4%,報4.23元。阿里則跌0.56%,報105.6元,暫錄得6連跌,雙雙創一個月低。上日有超過3000萬流入阿里好倉,博反彈可留意輕微價外阿里購13426,行使價120元、2025年11月到期,獨家條款里康購17380,行使價6.6元、2026年6月到期。
昨晚小鵬汽車(9868)發佈新款SUV小鵬G7,起售價較早前預售價進一步下調,共推出602長續航Max、702超長續航Max、702超長續航Ultra三個版本,售價分別爲19.58萬人民幣、20.58萬人民幣及22.58萬人民幣。而比起YU7較長的交付週期,G7實現上市即可交付。新車開售後,小鵬在微博發交指G7 9分鐘便收到1萬架大定,對比小米汽車此前微博稱開售3分鐘,小米YU7大定突破20萬臺,反應相對平淡。
小鵬股價下挫半成,博反彈可留意小鵬購15737,行使價89.88元、2025年11月到期,淡倉之選可留意小鵬沽16509,行使價69.8元、2025年10月到期。
兩部門發佈16條舉措支持創新藥,創新藥繼續有炒作,康方生物(9926)上日升近14%,今日再創上市新高,留意高對衝值輕微價外康方購16301,行使價118元、2026年2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》
*筆者爲證監會持牌人士,並無持有上述之相關資產
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