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恒指升8點,滬指升54點,標普500升43點
宝通证券· 2026-01-06 03:50
恒指升 8 點,滬指升 54 點,標普 500 升 43 點 國際油價亞洲時段反覆,投資者觀望本周美國經濟數據。港股好淡爭持。恒指 高開 22 點,初段跌 82 點一度低見 26,256 點後倒升,曾升 107 點高見 26,445 點, 全日升 8 點或 0.03%收 26,347 點;國指跌 20 點或 0.2%,收 9,148 點;恒生科指 升 5 點或 0.1%,收 5,741 點。大市全日成交總額 2,834.62 億元。 人民幣兌美元中間價按日上調 58 點,報 7.0230 兌一美元。人民銀行 5 日在公 開市場開展 135 億元人民幣七天期逆回購操作,操作利率持平於 1.4%。有 4,823 億元逆回購到期,單日淨回籠 4,688 億元。A 股三大指數紅盤高開高走,滬指重 上 4,000 點之上,創業板指升近 3%,成交顯著增加。滬綜指全日收升 54 點或 1.4%,報 4,023 點,成交 1.07 萬億元。深成指全日收升 303 點或 2.2%,報 13,828 點,成交 1.48 萬億元。創板指數全日收升 91 點或 2.9%,報 3,294 點,成交 6,962 億元。 港股點評 20 ...
信达国际控股港股晨报-20260106
Xin Da Guo Ji Kong Gu· 2026-01-06 03:08
每日港股評析 港股早晨快訊 2026 年 1 月 6 日星期二 2012-01- 17 宏觀焦點 發改委推動量子科技、氫核聚變能、腦機接口等成新經濟增長點; 中國據報要求銀行滙報委內瑞拉貸款風險敞口; 中國12月RatingDog服務業PMI降至52,創6個月低; 企業消息 阿里(9988)將視覺AI技術應用於餐飲領域,與美團(3690)爭市佔率; 舜宇光學(2382)考慮分拆車載相關光學業務來港上市; 中國國航(0753)折讓逾6%減持國泰航空(0293),套現約13億元; 外圍市況展望 美國聯儲局2025年12月宣布減息0.25厘,聯邦基金指標利率降低至3.5 厘至3.75厘區間,符預期,為年內連續第三次減息。點陣圖顯示2026年 及2027年分別減息1次,與9月預測不變。會後聲明表示,未來30天將購 買400億美元國債。在經濟方面,委員會上調對2026年GDP預測0.5個百 分點至2.3%,2026年通脹預測則下調0.2個百分點至2.4%。會議聲明指 出失業率截至9月略升,刪除保持低位的表述,另新增考慮進一步減息幅 度和時機,市場預期是次將會是鮑威爾任期內最後一次減息。我們認為 聯儲局進一步減息空間存不 ...
舜宇光学科技(02382) - 内幕消息 - (1)转让附属公司全部股权以换取歌尔光学股权;及 (2...
2025-10-09 09:39
香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責,對其準確性 或完整性亦不發表任何聲明,並明確表明概不會就本公告全部或任何部份內容而產生或因倚賴 該等內容而引致之任何損失承擔任何責任。 SUNNY OPTICAL TECHNOLOGY (GROUP) COMPANY LIMITED 舜 宇 光 學 科 技( 集 團 )有 限 公 司 (於開曼群島註冊成立的有限公司) (股份代號:2382.HK) 內幕消息 (1)轉讓附屬公司全部股權以換取歌爾光學股權; 及 (2)進一步認購歌爾光學的股權 換股合併協議 茲提述有關本公司及本集團若干附屬公司與歌爾股份及歌爾光學訂立諒解備忘 錄的公告。 根據換股合併協議,在換股完成的前提下,寧波奧來與歌爾股份同意通過於 完成日期各自向歌爾光學注資人民幣200.00百萬元及人民幣200.00百萬元的方 式,分別認購歌爾光學新增註冊資本約人民幣55.64百萬元及約人民幣55.64百萬 元。 於認購事項完成後,寧波奧來將持有經認購事項擴大後歌爾光學約31.31%的股 權,並將成為歌爾光學第二大股權擁有人。 換股合併協議 本公告由舜宇光學科技(集團)有限公司根據上市 ...
突破關鍵阻力!舜宇光學輪證策略全解析
Ge Long Hui· 2025-09-24 11:43
Group 1 - The stock price of Sunny Optical Technology (02382) reached a high of 88.35 HKD, successfully breaking through key resistance levels at 81.79 HKD (10-day moving average) and 80.87 HKD (30-day moving average), indicating a bullish trend [1] - The Relative Strength Index (RSI) is at 61, suggesting it is not yet in the overbought territory, while other indicators like the stochastic oscillator and MACD are signaling buy opportunities [1] - The stock has shown significant volatility with a 5-day price fluctuation of 9.8%, presenting both opportunities and risks for short-term traders [2] Group 2 - Recent market performance of related products has been strong, with UBS warrants (64956) surging 40% in two days due to a 6.29% increase in the underlying stock, indicating investor optimism in the optical sector [4] - Current resistance levels for Sunny Optical are at 92.4 HKD and 93.9 HKD, while support is seen at 81 HKD, with potential downside to 79.2 HKD if the support is breached [2] - Investors are advised to consider various warrant strategies, with UBS call warrants (15320) offering a leverage of 5.6 times and a strike price of 95.93 HKD, suitable for those expecting further price increases [4][6]
9月22日【港股Podcast】恆指、舜宇、山東黃金、中芯、藥明生物、聯想
Ge Long Hui· 2025-09-23 07:40
Group 1: Market Overview - The Hang Seng Index closed at 26,344 points, with short-term technical signals indicating a "buy" but not a "strong buy" [1] - Resistance levels are identified at 26,840 points and 27,500 points, while support levels are at 25,700 points and 25,000 points [1] - Investors are advised to consider the premium levels of products, as high premiums can affect purchase prices [1] Group 2: Company Analysis - Sunny Optical Technology (02382.HK) - Sunny Optical's stock rose to a high of 87.7 HKD, closing at 87 HKD, breaking through the upper Bollinger Band [3] - Current technical signals suggest a "sell" with slight bearish sentiment, and the first resistance level is at 91.2 HKD [3] - Investors are encouraged to compare options with a 2%-3% out-of-the-money range for better leverage [3] Group 3: Company Analysis - Shandong Gold (01787.HK) - Shandong Gold's stock closed at 38.26 HKD, showing significant gains over the past two days [6] - Current technical signals indicate a "sell," with resistance levels at 40.6 HKD and 43.1 HKD, and support levels at 33.4 HKD and 30.6 HKD [6] Group 4: Company Analysis - SMIC (00981.HK) - SMIC's stock reached a high of 74.05 HKD, with current technical signals summarizing as "sell" [9] - Support levels are noted at 64.7 HKD and 58.6 HKD, with a recommendation for safer options around 58-59 HKD [9] Group 5: Company Analysis - WuXi Biologics (02269.HK) - WuXi Biologics' stock peaked at 40.2 HKD, closing at 40.08 HKD, with short-term technical signals indicating a "sell" [12] - Resistance levels are at 42.1 HKD and 43.8 HKD, while support levels are at 36.8 HKD and 33.6 HKD [12] Group 6: Company Analysis - Lenovo Group (00992.HK) - Lenovo's stock closed at 12.2 HKD, with technical signals summarizing as "sell" and short-term outlook being pessimistic [15] - Resistance levels are at 12.6 HKD and 13.4 HKD, with support levels at 11.5 HKD and 11 HKD [15]
舜宇光學挑戰85.3元阻力 蘋果新品拉動光學需求
Ge Long Hui· 2025-09-16 03:38
Market Overview - The Hang Seng Index has reached a new high of 26,500 points, with an increase of nearly 31% year-to-date [1] - The Hang Seng Tech Index has also risen for four consecutive trading days, up over 30% this year [1] Company Performance - Sunny Optical (02382) showed a stable performance on Monday morning, with its stock price fluctuating around a key technical level at 81.25 HKD [1] - The stock's recent support levels are at 78.2 HKD and 74.6 HKD, while resistance is at 85.3 HKD, with a potential target of 88.2 HKD if the resistance is broken [3] Product Launch Impact - Apple announced the launch of the iPhone 17 series, AirPods Pro 3, and Apple Watch Series 11, with key features including blood pressure monitoring and AI real-time translation [1] - Citic Securities views Apple's pricing strategy for the new iPhone models as relatively stable, maintaining the same starting price as previous models despite upgrades [1] Technical Analysis - Sunny Optical's RSI reading is at 60, indicating a healthy bullish zone, with moving averages showing a bullish arrangement [1] - The stock's 5-day volatility is at 5.7%, suggesting relative stability [3] Derivative Products Performance - On September 9, when Sunny Optical's stock rose by 3.99%, related derivative products performed well, with notable gains of 33% and 35% for Morgan Stanley and UBS bull certificates, respectively [3] - Investors are encouraged to consider high-leverage derivative products, such as the UBS call option with a strike price of 89.5 HKD, offering a leverage of 5.3 times [6] Investment Strategy - For bullish investors, the recommended products include the UBS call option (strike price 89.5 HKD) and the Barclays call option (strike price 89.55 HKD), both offering high leverage and low implied volatility [6] - For bearish investors, options like the UBS put option (strike price 73.88 HKD) and the Citic put option (strike price 73.82 HKD) are suggested, providing lower premiums and implied volatility [6] Conclusion - The overall market sentiment appears positive, with Sunny Optical reflecting demand expectations in the consumer electronics and automotive optical sectors [3]
多空激戰!舜宇光學短線機會浮現
Ge Long Hui· 2025-08-13 19:11
Core Viewpoint - Sunny Optical Technology (02382) has recently attracted attention with its stock price at 77.1 HKD, showing bullish signals in technical analysis [1] Technical Analysis - The stock price has stabilized above the MA10 (74.89 HKD) and MA30 (74.02 HKD), with MA60 (68.94 HKD) providing solid support, indicating a strengthening medium-term trend [1] - The RSI indicator is at 62, nearing the overbought zone but not yet overheated, while MACD and Bollinger Bands have issued buy signals [1] - Key support levels are at 74 HKD (Support 1) and 71.4 HKD (Support 2); maintaining above these levels will sustain the bullish pattern [2] - Resistance levels are at 79.3 HKD (Resistance 1) and 82.7 HKD (Resistance 2); breaking through 79.3 HKD could trigger a new upward movement [2] Investment Signals - Current technical signals summarize as "buy," with a short-term preference, and the upper resistance levels align with investor expectations [4] - For investors optimistic about short-term breakthroughs, options such as Societe Generale call warrant 13939 (exercise price 89.5 HKD, leverage 4.8) and Barclays call warrant 15410 (exercise price 89.55 HKD, leverage 4.9) are recommended [7] - Cautious investors may consider the put warrant 14741 (exercise price 73.82 HKD, leverage 4.5) as a hedging tool against potential market adjustments [7] Derivative Products - Bull certificates like HSBC Bull Certificate 62734 and UBS Bull Certificate 57312 have a buyback price set at 70 HKD, with actual leverage of 8.1 and 7.9 respectively, suitable for investors expecting short-term rebounds [10] - A bear certificate option is Citigroup Bear Certificate 55092, with a buyback price of 88 HKD and actual leverage of 6.6, suitable for strategies anticipating a price peak and subsequent decline [10]