《輪動華泰》補貼落地育兒股有炒作 匯豐明日公佈業績
市場消化美國與歐盟達成貿易協議,投資者觀望中美新一輪貿易談判,港股今早低開逾百點,回吐三百點,科網股領跌。今早即市資金轉博好倉,部署收回價24900點的貼價恆指牛59836,熊證上日最多加倉在收回價25800點的恆指熊61413,今早最高升超過八成。
藥明康得(2359)中期多賺95%,每股盈利2.92元,派中期股息每股35分。並上調全年收入增長預測,股價今早造好,最多曾升9.5%,高見110元。留意價外最高槓桿藥康購18341,行使價118.88元、2026年1月到期。
生物科技股維持強勢,另一創新藥物研發公司綠葉製藥(2186)最高曾升8.7%,留意綠葉購18204,行使價5.196元、2026年8月到期。
內地育兒補貼落地,3歲前每孩每年領取3600元人民幣,各地可以在8月下旬陸續開放申領,每年惠及2千多萬家庭。錦欣生殖(1951)最多領漲10%隨後轉跌,部署留意最高行使價錦欣購18166,行使價5. 298元、2025年12月到期。
中興通訊(763)擬發H股可轉換債券,擬將發行所得款項淨額用於加強公司算力產品研發投入。股價今早受壓,最多跌5.7%。留意中興購14162,行使價42.8元、2026年9月到期。
留意匯豐(5)及寧德時代(3750)等即將在明日公佈業績,寧德時代今日股價破頂,今早最高價見458元,創上市新高,兩手準備留意寧德購14162,行使價42.8元、2026年9月到期,寧德沽17649,行使價268.88元、2025年12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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