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《輪動華泰》騰訊績優股價破600 上日最多資金追石藥好倉
港股本週重拾強勢,上日在科技股領軍下愈升愈有,最終以全日高位收市,收報25613點,連升3日累漲754點。騰訊業績帶動下,今早繼續承接升勢高開逾百點,資金過去三日持續開淡倉,熊證重貨區上移至收回價26000點至26100點區域,可留意回收價26,000點的恆指熊56777,牛證選擇可回收價24,600點的恆指牛63378。 騰訊(700)第二季收入按年增長15%,非國際財務報告準則(non-IFRS)營運利潤按年增長18%,non-IFRS淨利潤按年增長10%,均勝市場預期。騰訊透露,第二季持續對AI投入已從中獲益,令收入及Non-IFRS經營盈利均取得雙位數百分比按年增幅,《王者榮耀》及《和平精英》等長青遊戲亦加大了AI的應用。 今早股價見600元,暫爲盤中高位,其後升幅收窄。績前股價已大升至突破四年高,上日資金流出騰訊好倉食糊。有大行再上調騰訊目標價至700元樓上,好倉可留意騰訊購17158,行使價700.5元,2025年12月到期,淡倉可留意騰訊沽18751,行使價449.8元,2026年1月到期。 上日最多資金接近800萬追入石藥(1093)好倉,股價今日創一年新高,可留意石藥購18844,行使價13.9元,2026年4月到期。 更多業績資訊請瀏覽 https://warrants.htsc.com.hk/tc/market/calendar 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》 *筆者爲證監會持牌人士,並無持有上述之相關資產 *本刊物不構成任何推薦、邀請、要約或招攬。結構性產品爲無抵押產品。若發行人無力償債或違反其責任,投資者可能無法收回部分甚或全部應收款項。結構性產品價格可升亦可跌,持有人可能會損失全部投資。投資者應瞭解結構性產品的性質、風險及全部詳情。如有需要,投資者在投資前應自行進行風險評估,並就結構性產品的合適性尋求專業意見。~ 重要聲明: 以上資訊由第三方提供,AASTOCKS.com Limited對於任何包含於、經由、連結、下載或從任何與本網站有關服務所獲得之資訊、內容或廣告,不聲明或保證其內容之正確性或可靠性。對於您透過本網站上之廣告、資訊或要約而展示、購買或取得之任何產品、資訊資料,本公司亦不負品質保證之責任。
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