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《輪動華泰》藥明康得發盈喜 光伏概念再衝高
美股隔晚造好,標指與納創新高,反映中國概念股表現的金龍指數反彈0.9%,港股昨日反彈過百點後,今日輕微高開4點,企穩兩萬四並向上突破。上日資金主要流入熊證,今早淡倉活躍,可留意收回價24800點的恆指熊59173,好倉可留意收回價23500點的恆指牛69801。 阿里(9988)下挫逼近100元大關,好倉資金持續入場博吸納,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。 藥明康得(2359)發盈喜,預計截至6月底止上半年,實現淨利潤約85.61億元(人民幣.下同),按年增長1.02倍。 公司表示,業績預增的主要原因是持續聚焦獨特的「一體化、端到端」CRDMO(合同研究、開發與生產)業務模式,緊抓客戶對賦能需求的確定性,不斷拓展新能力、建設新產能,持續優化生產工藝和提高經營效率,推動業務持續穩健增長。 藥明康得今早最高彈一成四,留意最高行使價藥康購15487,行使價98.05元、2025年9月到期,實際杠杆接近5倍。 早前工信部召開光伏行業製造業企業座談會,強調要綜合治理光伏行業低價無序競爭,加快塑造中國下一代光伏產品的競爭優勢。 憧憬產業綠色轉型加速迎來轉機,行業龍頭協鑫科技(3800)股價持續衝高,月內升幅接近三成,留意協鑫購15445,行使價1.38元、2025年11月到期,實際杠杆接近4倍。 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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