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港股今早(27日)承接外圍低開211點,之後逐步收復大部分跌幅,繼續於20000點關口附近窄幅整固。科指同樣低開高走,美團(3690)早段升勢搶眼,暫為貢獻恒指及科指點數前三個股。
建材及水泥板塊今日集體上揚,據報,國家主席習近平於中央財經委員會會議中強調要求穩定市場信心,加強基建建設,包括交通、能源、水利等網絡型基礎設施建設。中國建材(3323)今早低開後一度飆升逾6.5%,重上10元水平,暫高見10.1元,升穿200天移動平均線,見5天高位。中國建材將於周五(29日)公佈首季業績,投資者如看好後市,或可留意國材購13714,行使價11.38元,實際槓桿4.4倍,引伸波幅56.2%,換股比率5兌1,2022年10月28日到期。
而同為水泥板塊的海螺水泥(0914)同樣反彈造好,近一周維持於39元附近整固,今早迎來大陽燭上升,一口氣升穿50、100及200天綫,一度升逾6.5%,暫高見41.7元,升至5天高位。海螺水泥於明天(28日)公佈首季業績,投資者如看好其業績及後市走勢,或可留意海螺購13509,行使價46元,實際槓桿6.1倍,引伸波幅44.1%,換股比率10兌1,2022年09月29日到期。
轉看科技股方面的消息,國家市監局表示內地反壟斷法今年有望能夠出台,美團今早曾急彈逾7%,見5天高位,午後升勢稍為收窄。資金流向方面,截止上日(26日),北水已連續16日淨買入美團,其中,上日資金流入金額更達逾5億元成爲北水最多資金净流入的個股。投資者如繼續看好,或可留意美團購13179,行使價208.9元,實際槓桿4.4倍,引伸波幅66.7%,換股比率100兌1,2022年09月29日到期。相反如看淡,或可留意美團沽15450,行使價105元,實際槓桿2.6倍,引伸波幅77.8%,換股比率100兌1,2022年10月28日到期。
地緣局勢繼續拖累市場氣氛,恒指周三(2日)承接外圍低開近200點,中午收市報22518點,跌1.1%。藍籌股普遍受挫,其中舊經濟股跌幅最為顯著,但個別科網股仍可以跑贏大市,而美團(3690)今早為貢獻恒指及科指點數最多個股。
評級機構標普指,今年中國互聯網企業的收入和利潤增長或因監管行動、經濟增長放緩及競爭加劇而出現放緩,其中重點點評美團或需要恢復盈利,以避免潛在的較低評級。美團上日(1日)公布六項舉措,幫扶外賣經營為主的困難商戶,其中包括從今年3月到至年底對疫情中高風險地區經營困難的中小商戶實行佣金減半優惠,更在減半後以每單1元人民幣封頂,而有分析指由於涉及商戶的佔比不大,其舉措對美團財務影響或很有限。美團今日逆市持續造好,曾一度升近5%,連升3天至5天高位。資金流向方面,截至本周一,美團更獲北水連續6日淨買入,惟上日反錄淨流出約2.8億。投資者如短線繼續看好,或可留意美團購24518,行使價230元,實際槓桿6.1倍,引伸波幅54.8%,換股比率100兌1,2022年07月04日到期。投資者如看淡,或可留意美團沽26580,行使價160元,實際槓桿2.3倍,引伸波幅64.5%,換股比率100兌1,2022年09月29日到期。
另外,日前快手(1024)宣佈由周二起京東(9618)聯盟商品鏈接將無法在快手直播間購物車發布商品及服務鏈接,隨即有報道指是次調整合作協議對京東幾乎沒有影響,箇中原因或因京東和快手電商直播更多是基於供應鏈層面的合作。京東近日在ATMXJ中升勢甚爲搶眼,已連升4天至5天高位,今早最高見291.6元,升1.3%。集團亦將於下周四(10日)公佈末期業績。投資者如看好其業績及未來走勢,或可留意京東購25294,行使價356.38元,實際槓桿6.4倍,引伸波幅50.8%,換股比率100兌1,2022年06月29日到期。相反如看淡,或可留意京東沽18027,行使價249.8元,實際槓桿5.1倍,引伸波幅57.2%,換股比率100兌1,2022年05月30日到期。
儘管市場仍然充斥不明朗因素。恒指今早(23日)反彈高開近100點,科指則升逾1%,市場聚焦關注科技股發展走勢,其中美團(3690)暫時為貢獻恒指及科指點數最多個股,帶領大市高開高走。
發改委上周發文提及引導外賣平台下調餐飲業商戶服務費標準,市場憂慮消息或會影響平台經濟,美團上周五(18日)股價應聲急瀉逾一成半。內地官媒周三釐清對外賣行業引導並非「命令」,下調服務費或會影響平台經濟的估值邏輯,但並不意味著平台企業前景堪憂。或受消息帶動,美團周三走勢隨即逆轉,三連跌後轉飆升逾7%,高見184.5元。從市場資金流向來看,截至本周二,北水連續兩日淨買入美團,周一(21日)單日淨流入金額更超過32億,而輪場資金可見投資者普遍部署反彈,樂觀情緒資金流比例更達至九成。如投資者想短線部署好倉,或可留意美團購24518,行使價230元,實際槓桿5.2倍,引伸波幅59.2%,換股比率100兌1,2022年07月04日到期。如看淡,或可留意美團沽26580,行使價160元,實際槓桿2.4倍,引伸波幅64.1%,換股比率100兌1,2022年09月29日到期。
另外,近日內地監管互聯網行業憂慮再起,周二亦有消息傳內地或將要求機構對阿里巴巴(9988)有份持股的螞蟻集團相關業務排查,但見投資者或開始逐漸消化相關消息。科技股周三暫見反彈,阿里股價靠穩造好,暫升逾1%,加上踏入業績高峰期,阿里巴巴將於本周四(24日)公佈業績。投資者如看好其業績公布結果,或可留意阿里購23855,行使價115.2元,實際槓桿4.8倍,引伸波幅56.8%,換股比率100兌1,2022年06月06日到期。投資者如看淡,或可留意阿里沽18025,行使價98.88元,實際槓桿3.9倍,引伸波幅57.9%,換股比率50兌1,2022年06月29日到期。
美股周二晚(8日)三大指數造好,中概股升勢更爲搶眼。而恒指周三(9日)承接外圍高開高開近400點,一度升穿100天移動平均線,見10天高位,到收市升幅仍能維持在500點,報24830點,成交額增至超過1400億元。連續多日承壓的科技股今日表現强勁,而貢獻恒指點數前三個股為阿里巴巴、美團與騰訊,合共為恒指貢獻超過200點的升幅。
阿里巴巴(9988)上周五(4日)公佈額外註冊10億份ADS(美股存托股份),引市場猜測或與阿里巴巴主要股東軟銀集團部署沽貨有關,股價連日受壓。軟銀集團於昨日(8日)於業績會議表示未有即時沽貨意願,但會保留選項,更發表聲明表示阿里ADS與集團無關。阿里(9988)周三裂口高開6%,最高曾見119.4元,收復過去兩日跌市大部份失地。投資者如看好,或可留意阿里購22437,行使價138.88元,實際槓桿4.2倍,引伸波幅53.4%,換股比率100兌1,2022年09月28日到期。相反看淡,或可留意阿里沽16952,行使價106.88元,實際槓桿3.5倍,引伸波幅57.5%,換股比率50兌1,2022年06月29日到期。
美團(3690)今早(9日)高開高走,最高見232.2元,突破兩週高位,升穿50天移動平均線,收報229.2元,升約3.7%。觀察港股通資金流向,截至今日收市,北水連續2日流入美團。投資者如看好後市,或可留意美團購23432,行使價280元,實際槓桿5倍,引伸波幅57.9%,換股比率100兌1,2022年06月29日到期。相反看淡,或可留意美團沽16946,行使價176.78元,實際槓桿3.9倍,引伸波幅60.6%,換股比率100兌1,2022年06月29日到期。
再看騰訊(0700)方面的消息,報道指騰訊入股蘭州牛肉麵知名品牌馬記永,註冊資本增約13.48%,經營範圍新增互聯網銷售、化妝品批發、化妝品零售及個人衛生用品銷售等。騰訊今早同樣造好,升逾2%,收報482.8元。如短綫繼續看好,或可留意騰訊購21887,行使價563.107元,實際槓桿9.3倍,引伸波幅36.8%,換股比率97.087兌1,2022年05月30日到期。相反,投資者如看淡,或可留意騰訊沽21888,行使價392.039元,實際槓桿7.7倍,引伸波幅40.1%,換股比率97.087兌1,2022年05月30日到期。
地緣局勢緊張,美國三大股指隔晚(25日)再度上演V型走勢,科網股則繼續拖累納斯達克指數收低。港股周三(26日)早段造好,恒指高開近100點,之後升幅一度擴大至244點,見過24487點高位,之後則逐步回吐升幅,中段一度倒跌,整體表現疲軟。
科技股表現個別發展,騰訊(0700)股價表現則較爲硬净,全日繼續於470元關口附近整固,而阿里(9988)及美團(3690)則見不同程度下跌。
據報,美團今日宣布,將為平台線下消費全面開放數字人民幣支付通道,用戶在選購生鮮、打車出行或觀看電影時,可以數字人民幣支付並領取專屬的消費補貼。數字人民幣支付場景包括餐飲、外賣、生鮮零售、共享單車、美團打車等200多個線下消費場景。消息暫時未對股價有太大刺激作用。但留意到近日港股通資金在美團部署積極,截至周二(25日)收市,連續16個交易日錄得北水净流入,昨日亦見近13億元資金流入追捧。如對後市看好,或可趁低留意美團購19286,行使價268.88元,實際槓桿5.3倍,引伸波幅56.6%,換股比率100兌1,2022年05月30日到期。相反,投資者如看淡,或可留意美團沽16946,行使價176.78元,實際槓桿3.9倍,引伸波幅58.4%,換股比率100兌1,2022年06月29日到期。
除科網股之外,隨著市場避險情緒升溫,資金開始從成長股等風險資產流出,轉爲關注防守性較高,增長較爲穩定的藍籌股。例如中移動(0941)近日則較多投資者關注。中電信(728)昨日舉行的5G消息商用發佈會正式宣佈5G消息進入商用階段。消息亦刺激同為5G電信板塊的 中移動股價上揚,周三(26日)一度升2.9%至53.8元高位。加上近日其控股公司回購股份的計劃及消息亦支持中移動股價企穩。回顧過去幾日,大市表現反覆,中移動股價連續3個交易日未曾收跌,今日更繼續跑贏大市,投資者如看好,或可留意中移購12576,行使價55.55元,實際槓桿8.2倍,引伸波幅29.2%,換股比率10兌1,2022年06月29日到期。
另外,美國日趨嚴峻的高通脹環境亦令市場憧憬美聯儲局加息,滙豐(0005)股價自去年9月中低位38.8元低位反彈至55元高位,累計升幅高達4成以上。而今日股價表現仍跑贏大市,是其中一隻撐市功臣。投資者如看好,或可留意滙豐購21728,行使價60元,實際槓桿9.6倍,引伸波幅26.5%,換股比率10兌1,2022年07月28日到期。
相反,看淡或可留意滙豐沽22186,行使價45元,實際槓桿7.1倍,引伸波幅31.6%,換股比率10兌1,2022年07月25日到期。
港股今早(5日)高開33點,但隨後受科網股拖累下調頭向下,暫時跌最多327點,低位約22962點。科指跌勢更甚,最多暫時跌4.2%。科網股中跌幅較大的有美團、嗶哩嗶哩。
繼京東(9618)被騰訊(0700)減持後,騰訊再有新動作,減持東南亞科網Sea Limited, 消息或令市場擔心騰訊會繼續減持其投資。騰訊有份投資的股份今早急挫,當中美團(3690)及嗶哩嗶哩(9626)均跌逾9%。美團見3個月低位, 14天相對強弱指數<30,呈超賣水平,暫時最多跌10.8%,報195.8元。投資者如欲部署短綫博反彈,或可留意美團購19286,行使價268.88元,實際槓桿5.4倍,引伸波幅57.7%,換股比率100兌1,2022年05月30日到期。另外,國家網信辦日前作出多項針對科網企業的反壟斷處罰決定。投資者如認爲美團會受此消息繼續承壓,或想用Put輪對手上持倉作對冲部署,或可留意美團沽16946,行使價176.78元,實際槓桿3倍,引伸波幅59.4%,換股比率100兌1,2022年06月29日到期。
嗶哩嗶哩今日再創上市新低,股價逼近300元低位14天相對強弱指數<30,同屬超賣水平。投資者如看好,或可留意嗶哩購18931,行使價480元,實際槓桿3倍,引伸波幅79.5%,換股比率500兌1,2022年09月29日到期。
藍籌股個別發展。當中中移動(0941) A股今日正式於上海證券交易所上市,港股能逆市造好,今早高開5.7%,最多升7.3%見51.5元,創6個月高位。中移動最新宣布,計劃回購不多於10%港股,可回購港股數目最多為20.48億股港股,相當於已發行港股的10%。投資者如看好後市,或可留意中移購17693,行使價53.93元,實際槓桿8.6倍,引伸波幅30.4%,換股比率10兌1,2022年05月30日到期。
恒指上日(19日)連續第二日收漲,全日升377點,收報25787點,突破50天綫,見 1個月高位,可惜大市成交未能配合,僅1206億。而昨日貢獻恒指升幅前三位個股有友邦(1299)、美團(3690)及小米(1810)。今早(20日)恒指繼續造好,全日高開287點,早上重上26200點,創逾1個月高位。
據報,阿里(9988)創辦人馬雲目前在西班牙進行環境相關的農業及技術考察,相信此是他一年多來首次出國考察。阿里(9988)今早高開4.7%,之後更一度飆升9.2%,逼近180元大關,並見1個月高位。回顧過去,阿里已連升4個交易日。以今早高位179.9元計算,10月至今累計升幅已超過26%,從年内低位135.3元反彈近33%。投資者如繼續看好,或可留意阿里購24347,行使價217元,實際槓桿4.9倍,引伸波幅43.8%,換股比率100兌1,2022年06月29日到期。相反如看淡,或可留意阿里沽24790,行使價140元,實際槓桿4.3倍,引伸波幅52.3%,換股比率50兌1,2022年03月30日到期。
據報,美團推出自營餐飲品牌「饞阿狸」並已申請註冊「饞阿狸」商標。美團(3690)上日隨大市向上,收報285.6元,升1.9%。今早(20日)亦繼續造好,高開1.5%衝上290元關口之餘更越升越有,逐步逼近300元大關。投資者如看好,或可留意美團購17951,行使價320.2元,實際槓桿7.4倍,引伸波幅48.3%,換股比率100兌1,2021年12月30日到期。但輪證資金流方面,上日悲觀情緒(買入認沽或熊證及賣出認購及牛證的資金流加總)佔72%。投資者如認爲美團短綫有下行壓力,或可留意美團沽28083,行使價228.68元,實際槓桿4.1倍,引伸波幅62.5%,換股比率100兌1,2022年02月25日到期。
日前雷軍表示,預計小米汽車於2024年上半年正式量產。小米汽車9月1日已在北京註冊,首個工廠落戶在北京。小米(1810)上日大升5.4%,報22.5元,升穿20天移動平均線並見10天高位,為表現第二好藍籌。投資者如看好,或可留意小米購27784,行使價25.05元,實際槓桿6.5倍,引伸波幅42.5%,換股比率10兌1,2022年02月25日到期。今早小米輕微高開0.7%,但升勢遜於騰訊、阿里、美團。投資者如看淡,或可留意小米沽26840,行使價19元,實際槓桿5倍,引伸波幅44.3%,換股比率5兌1,2022年03月30日到期。
8月的最後一個交易日,恒指表現先跌後回升。恒指周二低開之後一度跌逾400點,但午後科網股强勢反彈,帶著恒指拗腰倒升339點收市,收市亦見全日高位,報25879點,而MSCI季度調整收市後生效,基金換馬買賣下,大市成交額急增至超過2100億元。而多隻新經濟股包括騰訊(0700)及美團(3690)在内於競價時段嘜高。
而昨日恒指成份股升幅貢獻點數排名前三的股份全部都是新經濟股龍頭「ATM」,包括,美團(3690),阿里巴巴(9988)以及騰訊(0700)。
國家新聞出版署昨日發出通知,監管所有游戲企業只可以在周五、六日同法定假期,晚上 8-9點向未成年人提供1小時服務。騰訊(0700)旗下《王者榮耀》公佈,在遊戲消費限制方面,設定未成年玩家充值金額每月上限200-400元人民幣。騰訊昨日早段曾見5天低位,最多跌4%,見過447.2元之後轉跌爲升,見全日高位收市481.2元,全日升3.3%。投資者如看好騰訊後市走勢,想趁低部署反彈,或可留意騰訊購17660,行使價580元,實際槓桿7.2倍,引伸波幅40.5%,換股比率100兌1,2022年01月28日到期。
花旗發表研究報告,指政策對兩公司的收入影響較輕微,料影響少於低單位數百分比,不過相信事件對行業仍然是再一次的挫折,可能對市場再發送另一波負面情,令投資者下調對未來遊戲行業的增長預期。截至周二收市,港股通資金連續3個交易日從騰訊流出,而且3日都是北水淨流出最多資金的個股。投資者如看淡,或可留意騰訊沽24041,行使價382.68元,實際槓桿6.4倍,引伸波幅40.8%,換股比率100兌1,2022年01月28日到期。
美團(3690)周一公佈了第二季度業績,雖錄得淨虧損人民幣33.6億元,花旗發表的研究報告指,美團次季受惠季節性利好及經營效益改善,公司第二季業績表現穩健,期內三個業務收入及盈利表現均跑贏預期。美團昨日高開3.4%,中段雖曾倒跌,但午後强勢反彈,收市競價交易時段再嘜高,全日勁升9%收市,報249元,見1個月高位。投資者如看好,或可留意美團購11029,行使價288元,實際槓桿6.2倍,引伸波幅56.5%,換股比率100兌1,2021年11月29日到期。
但與騰訊相似的是,截至昨日收市,港股通資金同樣連續3個交易日從美團净流出,投資者如看淡,或可留意美團沽22985,行使價198.78元,實際槓桿4.1倍,引伸波幅61.6%,換股比率100兌1,2021年12月30日到期。