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《輪動華泰》平台補貼大戰拖低股價 暑假開啟國泰創一年高
即使內地官方5月約談外賣平台關注「內捲」,不過7月暑假消費旺季首個週末,美團和阿里巴巴(09988)旗下「淘寶閃購」配合「餓了麼」週末再爆補貼大戰,兩大平台齊推大額優惠券,甚至出現「滿16減16」、「滿18減18」等同零元購的優惠。 憂短期盈利承壓,美團(3690)暫錄得四連跌,過去有最多資金4000萬流入美團好倉,留意全新上市美團購18049,行使價168.98元、2025年12月到期;上日淡倉亦有資金繼續追入,留意美團沽16961,行使價109.9元、2025年12月到期。 阿里(9988)六連跌,跌穿保立佳通道底部後有輕微反彈,過去五日有最多資金6000萬流入阿里好倉,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;淡倉留意長身阿里沽17741,行使價96.95元、2026年4月到期。 財經事務及庫務局長許正宇早前透露指,目標於年內發出首批穩定幣牌照,批出數量將為「個位數」。據報除了已經官宣的京東(09618)、渣打(02888)、圓幣等,還有40多家金融機構和互聯網公司準備提交申請,競爭十分激烈。 穩定幣概念股眾安在線(6060)連挫幾日後反彈,資金連續吸納好倉,兩手準備留意眾安購18050,行使價27.05元、2025年12月到期;淡倉留意長身眾安沽17452,行使價13.6元、2025年12月到期。 暑假旺季到來國泰(293)創一年高,留意輕微價外國泰購14120,行使價12元、2025年12月到期,實際槓桿高達7倍。美圖(1357)今日亦創一年高,留意長身美圖購17873,行使價11.131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》 *筆者為證監會持牌人士,並無持有上述之相關資產 *本刊物不構成任何推薦、邀請、要約或招攬。結構性產品為無抵押產品。若發行人無力償債或違反其責任,投資者可能無法收回部分甚或全部應收款項。結構性產品價格可升亦可跌,持有人可能會損失全部投資。投資者應瞭解結構性產品的性質、風險及全部詳情。如有需要,投資者在投資前應自行進行風險評估,並就結構性產品的合適性尋求專業意見。~ 重要聲明: 以上資訊由第三方提供,AASTOCKS.com Limited對於任何包含於、經由、連結、下載或從任何與本網站有關服務所獲得之資訊、內容或廣告,不聲明或保證其內容之正確性或可靠性。對於您透過本網站上之廣告、資訊或要約而展示、購買或取得之任何產品、資訊資料,本公司亦不負品質保證之責任。
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