中銀牛證68283

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7月8日【中銀做客】:恆指、阿里巴巴、美團、寧德時代、小米集團、騰訊
Ge Long Hui· 2025-07-09 01:52
Market Overview - The Hang Seng Index (HSI) has stabilized above 24,000, closing at 24,148 points, with an increase in overall trading volume to HKD 213.2 billion [3] - There is a market expectation that if the HSI remains above 24,000, it could challenge levels between 24,500 and 25,000 [3][4] - The market is currently digesting momentum, with three IPOs scheduled for Wednesday, indicating investor interest in speculative opportunities [3] Investment Products - For bullish investors, a specific bull certificate (BOC Bull Certificate 68283) with a redemption price of 23,688 is recommended, as it is unlikely to be redeemed if the HSI stays above 24,000 [3][4] - The distribution of bull and bear certificates shows 65% of investors are bullish, while 35% are bearish, indicating a predominance of bullish sentiment [4] Individual Stocks - Alibaba (9988) has seen significant inflows of HKD 40 million over the past five trading days, making it the top stock in terms of capital inflow [9] - Meituan (03690) has experienced a 2.7% increase in stock price, reaching HKD 122, with bullish sentiment supported by recent trading activity [11] - Contemporary Amperex Technology Co., Ltd. (CATL) has reached a new high of HKD 364, with a recommendation for a specific bull certificate (BOC Bull Certificate 16854) with a strike price of HKD 428.2 [15] Technical Analysis - The technical signals for the HSI indicate 14 buy signals and 2 sell signals, suggesting a bullish outlook [4][11] - For Xiaomi (01810), the stock price has recently reached a high of HKD 61.45, with a recommendation for a bull certificate (BOC Bull Certificate 15166) with a strike price of HKD 68 [20] - Tencent (00700) has found support at HKD 500, with potential to test previous highs around HKD 520, supported by recent buying activity in bull certificates [22]