《輪動華泰》阿里傳本周發布AI眼鏡 商湯配股集資25億元
美國與歐盟傳即將達成貿易協議,美股隔晚急漲,其中標指及納指創新高。美國總統特朗普再次預告,可能會在未來一段時間訪問中國,市場憧憬美中關稅戰有望緩和,港股過去連升四日,共飆1039點或4.2%,續創逾3年半高位後,今早低開9點後反彈,資金持續四日流入淡倉,最多加倉在相對貼價區域,淡倉可留意收回價25800點的貼價熊61413,好倉留意新上市收回價24700點的恆指牛59668。
據報阿里巴巴(9988)將於本周發布首款自研AI眼鏡,而旗下通義千問昨日宣布開源AI編程大模型Qwen3-Coder,並指是至今最具代理能力的代碼模型。
上日最多資金流入阿里好倉,好倉方面資金青睞短年期高槓桿產品,可留意阿里購16429,行使價158.98元、2025年10月到期;淡倉留意阿里沽14395,行使價117.18元、2025年11月到期。
藥明生物(2269)料上半年純利按年增長56%,曾經升逾3%。公司指出,該等增長主要歸因於「跟隨並贏得分子」戰略的成功執行,以及領先的技術平台、行業最佳的項目交付時間及優秀的項目執行過往記錄,推動集團收益增長等等。兩手準備留意藥明購14267,行使價33.28元、2025年8月到期,藥明沽15526,行使價20.69元、2025年11月到期。
商湯(20)向無極資本配售超過16億6600萬股新B類股份,配股價每股1.5元,較公司上日收市價折讓大約6%,集資淨額約24.98億元,用於支持公司的核心業務發展、生成式人工智能的研發,和一般營運資金本等。兩手準備留意商湯購16424,行使價1.8元、2025年11月到期,商湯沽13536,行使價1.3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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