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《輪動華泰》澳博虧損擴大開挫一成 阿里今日公佈業績
上日北水拋售港股204.4億元,但中芯國際(981)、康方生物(9926)、華虹半導體(1347)錄得流入。留意中芯國際連續五個交易日為港股通成交最活躍個股,公布中期純利升36%,收入升22%。 中芯今日跟隨板塊回調,兩手準備留意中芯購14397,行使價80元、2025年11月到期;中芯沽14396,行使價42.13元、2026年1月到期;新上市華虹購19739,行使價72.8元、2026年6月到期。 商湯(20)2025年中期收入24億元,同比增長36%,營收超市場預期,經調整虧損淨額11.62億元,按年收窄50%,少於市場預期的16.4億元。生成式AI佔比再創新高至77%,主要來源於市場對生成式AI模型訓練、微調和推理的需求持續爆發性增長。公司繼續將生成式AI相關應用產品商業化,包括在互聯網、智能硬件、機器人、金融、AI科研等領域。商湯曾飆7%后收窄,看好留意商湯購19809,行使價2.56元、2026年3月到期。 晶泰控股(2228)公佈,擬配售2.86億股新股,每股配售價9.28元,較昨日收市價10.06元折讓約7.7%,集資26.53億元,集資所得淨額將主要用於產品持續反覆運算升級,提升研發技術能力和解決方案能力;產品商業化及業務發展等等,部分資金用於探索RWA及RDA以賦能新藥研發。 該股暫近日高位回吐,連跌4日,博反彈留意晶泰購19138,行使價10.81元、2026年5月尾到期。 澳博(880)公布上半年虧損1.82億元,按年擴大12%,不派中期息。澳博暫連跌3日,現跌13%。博反彈留意澳博購19172,行使價4.6元、2026年2月中到期。 阿里(9988)今日收市後公佈業績,吸引最多資金流入部署,兩手準備留意阿里購17167,行使價168.1元、2026年3月到期;阿里沽17741,行使價96.95元、2026年4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 *本刊物不構成任何推薦、邀請、要約或招攬。結構性產品為無抵押產品。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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