《輪動華泰》農夫山泉升一年高 留意輕微價外購15520
泡泡瑪特(9992)旗下IP產品Labubu引發搶購熱潮,公司創辦人王寧近日接受官媒訪問時否認進行「飢餓營銷」,稱已經盡全力優化供應鏈,現在每月都增加產能,又透露很多知名電影公司,包括荷裡活想要拍攝Labubu的電影。
早前泡泡瑪特發盈喜後,獲多家大行上調目標價,上望至300元樓上,趁股價回調博好倉留意泡瑪購16919,行使價399.92元、2025年12月到期;淡倉留意泡瑪沽16767、行使價155.45元,2025年10月尾到期。
市場傳聞中芯(0981)生產的先進製程晶片良率提升,料有助於提高毛利。獲得北水連日吸納,中芯國際股價向上突破,昨日(24日)升上50元水準,兩手準備留意輕微價外中芯購13808,行使價55.93元,2025年12月到期,上日有少量資金開淡倉,看淡可留意中芯沽14396,行使價42.13元,2026年1月到期。
農夫山泉(9633)股價近日上漲,股價創一年高,最高升至46.35元,分析指公司有望受益競對輿論發酵。可留意輕微價外農夫購15520,行使價50.93元,2025年9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
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