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《輪動華泰》嗶哩今早裂口高開 亞盛醫藥折讓8%配股
美團(3690) 及阿里(9988) 今日跟隨大市向上反彈,連續兩個週末阿里巴巴旗下淘寶閃購、美團、京東 (9618)放外賣大額券,憂短期盈利承壓,有大行下調阿里和美團目標價。 過去五日最多資金分別6000萬及接近4000萬流入阿里及美團的好倉,留意美團購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。部署阿里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。 嗶哩嗶哩(9626)今早裂口高開,最多彈8%以上,嗶哩嗶哩於上週五在上海舉辦2025年投資者日,會上公司就遊戲、廣告業務,商業化與AI等主題與投資人分享交流。部署可留意嗶哩購13587,行使價210元、2025年9月到期。 贛鋒鋰業(1772)預計中期虧損收窄至最少3億元人民幣,該集團指,期內鋰鹽及鋰電池產品銷售價格持續下跌,雖然電池板塊產能釋放、銷售增長,但整體經營業績遭受一定衝擊。 贛鋒鋰業股價回吐近半成,留意贛鋒購16799,行使價29.34元、2025年11月到期。 亞盛醫藥-B (6855)公布以先舊後新方式,折讓8%淨籌近15億,集資所得約40%將用於商業化工作,包括擴大覆蓋範圍和提高患者就醫機會;約35%將用於全球臨床開發,以推進本公司的核心管線在研產品;25%將用於基礎設施及營運資金以加強全球營運。 亞盛醫藥-B(6855)現價跌超過4%,暫連跌4日,由高位累跌一成七。留意全場獨家唯一條款亞盛購18213,行使價118.888元、2026年6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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