Commentary
2021-02-03
阿里業績勝預期惟美股跌 留意68104熊/53451牛
港股「二連升」,上日(2日)大市再升近350點重上29000點水平。預料大市今日有望再隨外圍向好,可留意恆指牛證50660,收回價28850點,實際槓桿75倍,換股比率10000:1。相反看淡則可留意恆指熊證54354,收回價29700點,實際槓桿43.01倍,換股比率10000:1。
 
藍籌中海油(0883)上日升近4%,為「三桶油」中表現最佳。上日再有逾18億元北水買入部署,看好可留意購證29538,行使價9.76元,實際槓桿4.1倍,21年11月到期。
 
另一藍籌阿里巴巴(9988)上日公佈截至去年12月第三季季度業績,淨利潤按年增長52%至794.27億元人民幣勝市場預期,惟隔夜美股股價下跌3.8%。績前市場上有較多資金從阿里好倉流出,如投資者看淡可留意熊證68104,收回價268元,實際槓桿19.12倍,換股比率100:1。相反看好則可留意新上市牛證53451,收回價243.8元,換股比率100:1。
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