《輪動華泰》AI晶片股續強勢 十一將至吼旅遊股?
美國聯儲局重啟減息,標指、納指創新高,但中概股指數在本月上漲近12%後出現回調。昨日港股大幅回調後今早恆指走勢反復,暫報26,500點上下,而科指受益於國產晶片股表現較為強勢。
內地十一黃金周即將到來,根據線上OTA平台數據顯示,內地機票搜索熱度增長逾三成,民航機票預訂進入高峰期。攜程(9961)今早升近2%,本週已累升近6%站上600元關,同程旅行(780)本週漲超4%。看好可留意攜程購14315,行使價678.5元、2025年12月到期;同程購16239,行使價32元、2025年12月到期。
澳博(880)本週累漲超8%,有分析指澳門博彩業受人民幣升值、股市暢旺、旅遊旺季等因素,暑期營收增長達兩位數超預期,疊加十一黃金周旺季,九十月賭收有望延續升勢。看好可留意澳博購19172,行使價4.6元、2026年2月到期。
國產晶片股今早續強勢,中芯國際(981)漲近4%,華虹半導體(1347)漲近5%。中芯近兩日為北水交易第二活躍個股,兩手準備中芯購20386,行使價73.85元、2026年4月到期;中芯沽14396,行使價42.13元、2026年1月到期;華虹購19739,行使價72.8元、2026年6月到期。
商湯(20)今早升4%,本週已累升超20%,AI概念股受益於本週科網股漲勢。本週三公佈的港府施政報告宣佈將大力推動香港AI行業發展,商湯作為唯一總部位於本港的AI概念股有望受益。兩手準備商湯購20533,行使價3.6元、2026年4月到期;商湯沽19867,行使價1.58元、2026年7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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