《輪動華泰》上日最多資金追快手 澳門7月賭收勝預期
市場暫時消化美國就業數據欠佳和關稅政策的憂慮,標指一度上揚1.49%,扭轉4天跌勢;以科技股為主的納指曾進賬1.96%,黑色暴雨警告下港股如常交易,今早開市靠穩。
據報京東(09618)佈局下沉市場,內地首個大型折扣超市業態即將落地,8月份將在江蘇、河北開設5間店折扣超市。兩手準備留意京東購16262,行使價149元、2025年12月到期;京東沽16364,行使價96.18元、2025年12月到期。
澳門7月賭收勝市場普遍預期,澳門博彩監察協調局近日公佈,今年7月份澳門幸運博彩毛收入221.25億澳門元,同比升19%。今年前7個月澳門博彩毛收入累計達1408.96億澳門元,同比升6.5%。銀河(27)升超過3%,即將在5日後公佈業績,看好可留意銀河購18242,行使價50.938元、2026年1月到期。
上日最多資金流入快手(1024)相關認股證,當中700萬流入好倉,560萬流入淡倉。快手公佈可靈AI最新用戶數據,可靈AI目前在全球已有超4,500萬創作者使用,累計生成影片超2億條、圖片超4億張,有大行指快手經營內地第二大短視頻平台,預期上半年收入按年增長12%至350億元人民幣。兩手準備留意快手購15078,行使價91元、2025年12月到期;快手沽18497,行使價49.83元、2026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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