《信而有證》醫藥及生科股輪流炒 藥明康德績後急升11% 資金吼石藥購17428 / 三生購18567
港股午後跌勢稍為喘穩,跌不足200點,主要在25,300點水平上落。
恆指向下,但暫時守穩10天線,博反彈的資金相對積極。參考手機應用程式「信搜牛熊」的獨家資金流數據,截至中午收市,信證恆指牛證及熊證連續4日上午均錄得淨流入,當中買入牛證的金額為熊證的1.7倍,反映資金相對傾向看好後市。
信證熱門牛熊證:恆指牛證(60948),收回價25,100點;恆指熊證(60923),收回價25,700點。
緊貼即市牛熊證成交活躍區及獨家半日資金流數據,立即下載首個專為恆指牛熊證而設的手機應用程式—「信搜牛熊」
立即下載:
蘋果手機IOS: https://shorturl.at/UBi8x
安卓手機Android: https://shorturl.at/tuNEr
醫藥及生科股輪流炒作,藥明康德(02359)為板塊業績期揭幕,中期多賺近96%兼宣布上調全年收入預測,股價曾急升逾11%,見逾3年高位。
市場觀望中美貿易談判進展,有分析認為雖然美國藥品關稅政策未明,但美國向中國藥品徵收高關稅的可能性不大,利好板塊跑贏大市。
輪場方面,有個別醫藥股獲資金繼續跟進相關好倉,特別是即市強勢或見至少一年高位的股份,例如石藥(01093)、三生製藥(01530)及中生製藥(01177)等,相關資金流相對活躍。
信證相關好倉選擇:
石藥(01093)上試2021年中以來高位,石藥認購證(17428),行使價13.88元,2026年4月底到期,實際槓桿約4.2倍
三生製藥(01530)創上市新高,三生認購證(18567),行使價45.3元,2026年5月底到期,實際槓桿約1.7倍
中生製藥(01177)上試2021年中以來高位,中藥認購證(17617),行使價9.77元,2026年11月底到期,實際槓桿約2.5倍
藥明生物(02269)上試2023年底以來高位,藥明認購證(13827),行使價43.88元,2025年10月底到期,實際槓桿約5.1倍
更多窩輪產品及資訊:中信證券輪證網站:https://www.citicswarrants.com/tc/index
中信證券輪證頻道:https://www.citicswarrants.com/tc/education/video-channel
風險披露及免責聲明
本結構性產品並無抵押品,如發行人無力償債或違約,投資者可能無法收回部份或全部應收款項。
本資料由中信証券經紀(香港)有限公司 (「本行」或「發行人」) 編製,其僱員可能持有不時在本資料所述證券之權益 。結構性產品屬複雜產品,投資前閣下應詳閱有關上市文件,完全了解其性質及潛在風險,自行評估箇中風險,並於需要時尋求專業意見。以上資料僅供參考,並不構成購買或出售結構性產品或達成任何交易的要約、遊說、邀請、意見或建議,亦不構成投資意見或服務。結構性產品的價格可急跌或急升,投資者或會損失所有投資。牛熊證設有強制收回機制,因此有可能提早終止,在此情況下(i)N類牛熊證投資者會損失於牛熊證的全部投資;而(ii)R類牛熊證之剩餘價值則可能為零。過往表現並非未來表現的指標。本行可能是結構性產品的唯一市場參與者,而結構性產品的二級市場可能有限。~
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