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《輪動華泰》美團阿里開啓[點評大戰] 憧憬AI發展金山雲飆升
港股今早延續升勢,再度站上26,000點關口。好友連續三日食糊離場,現牛熊街貨比報64:36,爲十個交易日以來好倉比例最低。即市資金好倉多部署在最爲貼價的25,300-25,400點,可留意該區域後日新上市恆指牛56084,或保守之選回收價25,000點的恆指牛69650,淡倉可留意回收價26,500點的恆指熊58204。 阿里巴巴(9988)今早公佈重磅新業務[高德掃街榜],加碼佈局本地生活業務;將投入超10億元補貼,鼓勵用戶到店消費;利用地圖導航數據,對標大衆點評,構建值得信任的榜單,以改變消費者的使用習慣與決策系統。 阿里巴巴今早一度漲4%後隨即收窄,自公佈業績以來股價已累漲25%,本週兩日續獲北水持續流入達93.8億元。兩手準備阿里購17167,行使價168.1元、2026年3月到期;新上市20022阿里沽,行使價109.9元、2026年3月到期。 市場早前已直指,阿里新業務是對標美團的大衆點評,美團今日隨即出招對抗,宣佈大衆點評將正式重啓品質外賣服務,通過自研AI大模型,結合海量真實評價數據分析用戶需求,爲用戶提供可靠決策。 美團今日暫重返紅底,兩手準備美團購18049,行使價168.98元、2025年12月到期;美團沽19921,行使價75元、2026年3月到期。 金山雲(3896)昨夜美股漲近15%,今早港股裂口高開,現漲超10%。有分析認爲生成式AI帶動中國AI雲市場爆發,預計今年市場規模增長148%,到2030年規模達1930億元。金山雲獲多家大行上調目標價,看好可留意金雲購17422,行使價9.906元、2026年1月到期。 中國遊戲行業獲機構看好,預計三季度業績持續增長。網易(9999)昨見歷史新高230.8元,前日美股單日漲7%;嗶哩嗶哩(9626)昨夜接棒,美股ADR漲7%,今早港股高開漲7%。看好可留意網易購17455,行使價260.19元、2026年3月到期;嗶哩購18422,行使價258.2元、2026年1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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