輪證日報 |恆生科技指數大幅反彈,牛證漲100%
| 今日市場短評
2021年最後一個交易日,恆指收漲1.24%,回港中概股、教育股、中醫藥板塊集體強勢。恆指2021年累跌14%,大幅震盪逾8500點。恆指成分股中,阿裏健康、海底撈全年累跌超70%,阿裏巴巴全年累跌近50%,三者爲表現最差成分股;表現最佳成分股爲李寧和中國石油股份,兩者今年累漲約60%。恆生科技指數全年累跌超32%。
| 窩輪焦點
微盟集團(02013)
微盟認購證(22629)到期日:2022年2月槓桿:5.89倍
微盟集團盤初大幅上揚,領漲恆生科技指數。
公司強調,董事會對公司前景抱有充分信心,同時會擇機繼續進場回購。截至發稿,微盟集團漲5.74%,報7.19港元,成交額0.35億港元。
12月29日晚,微盟集團發佈公告稱,董事會確認公司運作一切正常,並對未來發展前景抱有充分信心。截至本公告日期,董事會並不知悉任何可能對公司業務前景產生重大不利影響的監管制度的改變或者業務生態的改變。
對於回購事宜,微盟表示,自2021年8月26日至11月17日,公司共購回並註銷股份3546萬股,佔公司截至2021年6月29日已發行股份總數的1.4583%。董事會將繼續關注市場情況,並選擇合適的時機行使股份購回授權以於公開市場購回股份。
| 牛熊證焦點
恆生科技指數(HSTECH)
恆科牛證(57588)到期日:2022年6月回收價:5400槓桿:12.68倍
美股中概股大漲引爆做多情緒 恆生科技指數漲超4%
傑富瑞發表中國互聯網明年展望報告表示,重申對內地互聯網行業前景正面,指行業關鍵問題正在得到解決,指行業在今年上半年疲軟屬預期之內,料未來幾個月行業趨勢與市場預期之間的差距繼續縮窄,該行估計內地科網股表現將呈上升趨勢。 該行預計內地2022年在線購物、遊戲和廣告的按年增長將少於10%。但是,該行認爲最壞的情況已被消化,並預計市場將關注復甦主題。
| 衍生品資金流入/流出


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