恒指受制 24,700 點：中美在 5 月中旬於瑞士日內瓦經貿會談後發布聯合 聲明，雙方降低加徵關稅，互相保留加徵 10%關稅，美國對中國進口貨 品關稅將由 145%降至 30%，中國對美國進口貨品將由 125%降至 10%， 為期 90 日。中美 6 月倫敦談判達框架協議，後續關注 90 日對等關稅寬 限期過後能否取得長期協議。中美貿談續缺乏進展，內地現階段加推經濟 刺激方案的意願不大，企業盈利改善有限，北水於高位流入速度放緩。恒 指阻力料見於 24,700 點，相當於未來 12 個月預測市盈率 11 倍。 短期看好板塊 今日市場焦點 ➢ 美國上周首次申請失業救濟金人數；迅銷(6288)季績； 宏觀焦點 ➢ 特朗普徵稅函第二波直擊八國，徵巴西關稅50%迄今最高； 特朗普：約兩天內通知歐盟對等關稅稅率； 每日港股評析 港股早晨快訊 2025 年 7 月 10 日星期四 2012-01- 17 市場回顧 中港股市短期展望 美聯儲紀要：多數官員認為關稅或持續推高通脹，少數官員願意下次 會議考慮降息； 中央七招穩就業 擴貸款支援 補助企業增職位 冀以工代賑； 内地6月CPI按年意外升0.1% PPI跌幅3.6%近兩 ...

Group 1 - JD.com (09618) stock price reached HKD 135.4, up 1.42%, with mixed investor sentiment regarding future price movements [1] - Technical indicators show that the 10-day moving average (HKD 134.75) and the 30-day moving average (HKD 134.86) are nearly aligned, indicating a critical decision point for the stock [1] - Key support levels are at HKD 128.3 (Support 1) and HKD 124.5 (Support 2), while resistance levels are at HKD 141.4 (Resistance 1) and HKD 145.1 (Resistance 2) [1] Group 2 - On May 19, JD.com stock rose 3.37%, significantly boosting the performance of related derivative products, with notable gains in bull certificates [3] - The Morgan Stanley bull certificate 51050 surged 30% in just two days, while another Morgan Stanley bull certificate 51256 increased by 23% [3] - Call options such as the Societe Generale call option 16648 and UBS call option 16559 also saw increases of 13% and 12%, respectively [3] Group 3 - The current focus for warrants includes the Societe Generale call option 16648 with a strike price of HKD 149.1, offering a leverage of 4.4 times, and UBS call option 16559 with similar leverage [4] - For bearish positions, put options like UBS put option 27915 and Morgan Stanley put option 27922, with a strike price of HKD 127.9, are recommended due to their low implied volatility and high leverage [4] Group 4 - Bull certificates such as the HSBC bull certificate 54063 provide a leverage of 10.4 times with a recovery price of HKD 125.5, maintaining a safety margin of about 7% from the current price [8] - Morgan Stanley bull certificate 68135 offers a leverage of 10 times with a recovery price of HKD 125 [8] - For bearish options, Citigroup bear certificate 55107 provides a leverage of 6.4 times with a recovery price of HKD 155, offering a buffer of approximately 15% from the current price [8]

即日財經頭條 | 信報: | | | --- | --- | | ◼ | 晶片股抽上 標指收復今年失地 | | ◼ | 女股神今年六度增持百度 | | 經濟日報: | | | ◼ | 市監總局約談外賣平台 促有序競爭 | | ◼ | 京東首季多賺 43% 勝預期 | | 明報: | | | ◼ | 1 個月 HIBOR 近 1.57 厘 兩年半低 | | ◼ | 美團 Keeta 攻巴西 擬 5 年投入 78 億 | | 星島日報: | | | ◼ | 九倉吳天海：關稅戰沒有贏家 | | ◼ | 電商平台：海外與本地貨價差擴闊 | | 證券日報： | | | ◼ | 中國人民銀行與巴西央行續簽雙邊本國貨幣互 | | 換協議 | | 即日港股重點消息 港股昨日回顧 2025 年 5 月 14 日 ` | 次 出 | 로 이용 | K | ਾ | DA | | --- | --- | --- | --- | --- | | STATUTE | 1 | | | | | 香港指數 | 上日收市(點) | 日變化(%) | 年初至今(%) | | --- | --- | --- | --- | | 恒生指數 | 231 ...