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9月26日【港股Podcast】恆指、銀河、美團、建行、中芯、兗礦能源
Ge Long Hui· 2025-09-29 04:42
Group 1: Market Overview - The Hang Seng Index (HSI) is currently experiencing mixed sentiments, with bullish investors expecting a settlement price above 26,400 next week, while bearish investors anticipate a drop to between 25,500 and 25,300 [1] - Technical signals indicate a "sell" recommendation, with support levels at 25,574 and 25,200, and resistance levels at 26,700 and 26,900 [1] Group 2: Galaxy Entertainment (00027.HK) - Galaxy Entertainment's stock has been stable in recent months, with a current price of 43 HKD, but technical signals suggest a "sell" stance [4] - Support levels are identified at 42.1 HKD and 40.4 HKD, while resistance levels are at 43.4 HKD and 44.2 HKD [4] Group 3: Meituan-W (03690.HK) - Meituan's stock is currently stabilizing around 100 HKD, with technical signals indicating a "buy" recommendation [10] - Resistance is noted at 107 HKD, with potential to rise to 115 HKD if this level is breached; support levels are at 96.2 HKD and 91.7 HKD [10] Group 4: China Construction Bank (00939.HK) - China Construction Bank's stock has seen a low of 7.22 HKD, with a technical signal leaning towards "buy" [17] - Resistance levels are at 7.63 HKD and 7.86 HKD, with options available at a strike price of 9.9 HKD [17] Group 5: SMIC (00981.HK) - SMIC's stock is currently at 72.95 HKD, with a technical signal indicating a "sell" recommendation [23] - Support levels are at 66.4 HKD and 58.9 HKD, while the first resistance level is at 80.1 HKD [23] Group 6: Yancoal Australia (01171.HK) - Yancoal's stock is currently at 10.31 HKD, with technical signals showing a neutral stance [27] - Resistance levels are at 10.7 HKD and 11.3 HKD, with support levels at 9.8 HKD and 9.4 HKD [27]
9月25日【港股Podcast】恆指、泡泡瑪特、紫金礦業、寧德時代、理想汽車、瑞聲科技
Ge Long Hui· 2025-09-26 03:43
Group 1: Hang Seng Index (HSI) - Investors believe that the strong support level is at 26,400, holding bull certificates with a redemption price of 25,900. Bearish investors expect a drop to 26,050, holding bear certificates with a redemption price of 27,078 [1] - Technical signals indicate a "sell" recommendation, with support levels at 25,800 and 25,400, while resistance is at 26,900. There are numerous bull certificates near the redemption price of 25,400, with leverage exceeding 21 times [1] - Investors are advised to compare product terms carefully, as some products with higher redemption prices may offer lower leverage and higher premiums, making them less attractive [1] Group 2: Pop Mart (09992.HK) - Investors are inquiring about the possibility of bull certificates dropping to 250 HKD, while others are optimistic about a rise to 268 HKD, holding bull certificates with a redemption price of 240 HKD [8] - The stock price rose to 261.8 HKD, with support identified at 247 HKD. The technical signal is a "buy," with resistance at 283 HKD [8] - Investors are cautioned against short-term products expiring between October and December due to significant time value decay, while longer-term products may offer better leverage [8] Group 3: Zijin Mining (02899.HK) - The stock price has been rising, reaching a high of 31.62 HKD, approaching the upper limit of the Bollinger Bands. Resistance levels are at 32.9 HKD and 33.8 HKD, with a short-term signal indicating a "sell" [15] Group 4: Contemporary Amperex Technology (03750.HK) - The stock price closed at 532 HKD, with a high of 535.5 HKD, nearing the upper limit of the Bollinger Bands. The first resistance level is at 558 HKD, with a potential second resistance at 604 HKD [21] - Investors are advised to consider products with exercise prices between 560-590 HKD, which have lower premiums and higher probabilities of moving from out-of-the-money to in-the-money [21] Group 5: Li Auto (02015.HK) - The stock price has surpassed 100 HKD, closing at 102 HKD, with technical signals indicating a "buy." Resistance levels are at 106 HKD and 110 HKD, with a target of 120 HKD [26] Group 6: AAC Technologies (02018.HK) - The stock has been declining, and the short-term trend is a "sell." Investors looking for entry points should exercise patience, with support levels at 44.2 HKD and 41.1 HKD [31]
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]
9月11日【港股Podcast】恆指、網易、紫金礦業、瑞聲科技、華虹、中芯
Ge Long Hui· 2025-09-12 11:20
Group 1 - The Hang Seng Index (HSI) closed at 26,086 points, with a strong sell signal indicating potential downward pressure [1] - Technical analysis shows support levels at 25,498 and 25,167 points, while resistance levels are at 26,400 and 27,000 points [1] - Investors are advised to choose safer products with lower risk for their bear certificates [1] Group 2 - NetEase (09999.HK) stock price closed above the upper line of the Bollinger Bands, but short-term technical signals indicate a sell [6] - Support levels for NetEase are at 217 and 210 HKD, with investors advised to select products with a redemption price of 195 HKD or lower [6] - The stock reached a peak of 29.94 HKD, nearing the resistance level of 30 HKD, but the overall signal remains a sell [11] Group 3 - Zijin Mining (02899) shows a short-term sell signal with support levels at 41.8 and 40.8 HKD [17] - Huahong Semiconductor (01347.HK) closed at 50.6 HKD, with resistance levels at 55.1 and 59.2 HKD, but also has a short-term sell signal [19] - SMIC (00981.HK) has maintained an upward trend, closing at 63.35 HKD, with resistance levels at 67.2 and 69.7 HKD [26]
8月15日【港股Podcast】恆指、中金、長汽、網易、中移動、瑞聲科技
Ge Long Hui· 2025-08-15 11:12
Group 1: Hang Seng Index (HSI) - Investors believe that 25,200 is a strong support level, with expectations to test 25,500 next week [1] - Technical signals indicate a "buy" recommendation, with resistance levels at 25,600 and 26,100, and support levels at 24,779 and 24,400 [1] - For bullish investors, a call option with a redemption price of 24,618 is considered relatively safe, while a more conservative option at 24,400 is also available [1] Group 2: China International Capital Corporation (CICC) - The stock price has been steadily rising since August, with a closing price surpassing the upper Bollinger Band, indicating a "buy" signal [6] - Resistance levels are identified at 24.7 and 25.5, while a potential entry point on a pullback is suggested at 20.6, which is lower than investor expectations [6] Group 3: Great Wall Motors (GWM) - The stock has risen for 10 consecutive days, closing above the upper Bollinger Band, indicating an upward trend and a "buy" signal [9] - Resistance levels are at 16.7 and 17.8, with support levels at 14.2 and 13.6 for potential entry points [9] Group 4: NetEase (NTES) - The stock has shown high volatility with a 9% price range over the last three days, currently signaling a "strong sell" [16] - Support levels are at 195.6 and 189.3, and investors are advised to consider options closer to the market price rather than out-of-the-money options [16] Group 5: China Mobile (CHL) - The stock closed at 88.25, with a "buy" signal, but holding a call option with a redemption price of 84.5 is considered risky [22] - The first support level is at 84.8, and a safer option would be to consider the second support level at 81.5 [22] Group 6: AAC Technologies (AAC) - The stock has broken above the upper Bollinger Band, indicating a "buy" signal, with short-term positive momentum [27] - Resistance levels are at 48.5 and 51.7, with potential to break the 50 yuan mark as anticipated by investors [27]
8月13日【港股Podcast】恆指、美團、紫金礦業、洛陽鉬業、吉利、百度
Ge Long Hui· 2025-08-13 10:58
Group 1: Hang Seng Index (HSI) - The Hang Seng Index closed at 25,613 points, approaching the upper Bollinger Band at 25,782 points, with a neutral signal despite a significant increase [1] - Resistance levels are identified at 25,831 and 26,300 points, with a potential breakthrough of the key level at 26,000 [1] - Support levels are noted at 24,900 and 24,600 points, suggesting caution for investors holding bearish products [1] Group 2: Meituan-W (03690.HK) - Meituan's stock price closed at 124.3 HKD, near the middle Bollinger Band at 125.6 HKD, indicating a sell signal [7] - The stock has faced resistance below the middle line since August, with support levels at 119.3 HKD and 113.2 HKD [7] - Investors are advised to monitor the buyback price of 106 HKD for bullish products [7] Group 3: Zijin Mining (02899.HK) - Zijin Mining's stock price is near the upper Bollinger Band at 23.78 HKD, with a strong buy signal [14] - Resistance levels are at 24.4 HKD and 25.4 HKD, with a longer observation needed for a potential rise to 30 HKD [14] - Support levels are identified at 22.3 HKD and 21.2 HKD for potential low-position entry [14] Group 4: Luoyang Molybdenum (03993.HK) - The stock has maintained an upward trend since mid-July, rising from 7.9 HKD to 10.6 HKD, with a buy signal [21] - Resistance levels are at 11.1 HKD and 11.7 HKD, both below 12 HKD [21] - The exercise price of 11.13 HKD for call options is considered stable [21] Group 5: Geely Automobile (00175.HK) - Geely's stock shows a buy signal, with current resistance at 19.8 HKD and potential to test 20.7 HKD [27] - Investors are encouraged to assess future trends while considering their risk tolerance [27] Group 6: Baidu Group-SW (09888.HK) - Baidu's stock closed at 88.15 HKD, breaking the middle Bollinger Band and indicating a buy signal [32] - Resistance levels are at 90.8 HKD and 94.1 HKD, with support at 84.2 HKD and 81.2 HKD [32] - Investors are advised to consider buying calls below 85 HKD [32]
8月7日【港股Podcast】恆指、金沙、騰訊、華虹、泡泡瑪特、山東黃金
Ge Long Hui· 2025-08-07 12:44
Group 1: Market Overview - The Hang Seng Index (HSI) shows strong investor sentiment with a trading volume of 200 billion, stabilizing around 25,000 points, closing at 25,081 points [1] - Investors are advised to consider support levels at 24,481 and 24,200 points when selecting products, with resistance levels at 25,475 and 25,900 points [1] Group 2: Company Analysis - Sands China (01928.HK) has seen its stock price rise, breaking through 20 HKD, with buy signals and resistance levels at 21.7 HKD and 22.3 HKD [4] - Tencent Holdings (00700.HK) experienced volatility, with a trading range between 572 HKD and 560 HKD, and buy signals with resistance at 573 HKD and 603 HKD [7] - Hua Hong Semiconductor (01347.HK) is on an upward trend, with buy signals and resistance levels at 47.2 HKD and 51.9 HKD, aiming for 50 HKD in the short term [9] - Pop Mart (09992.HK) reached a high of 293.4 HKD, with buy signals and support levels at 259 HKD and 243 HKD [12] - Shandong Gold (01787.HK) has seen a four-day price increase, closing at 28.94 HKD, with strong buy signals and resistance levels at 29.1 HKD and 31.6 HKD [15]
7月29日【港股Podcast】恆指、京東、京東健康、美圖、石藥、港交所
Ge Long Hui· 2025-07-29 10:53
1、恆指:市場看多氣氛比較強,投資者認為明日期結,上至25800-26000,轉牛證,收回價24900。也有看空投資者,認為25400變阻力,繼續熊證,收回價 在25688點。 Simon:指數橫盤格局。信號總結為"買入",偏向好一些。阻力位在25760點和26600點。而下方支持位在24700左右。而投資者選擇牛證收回價在24900,相對 危險一些,建議選擇逼近第二個支持位24200的產品會比較安全。 | 信號總結 | 賣出信號 中立信號 | 買入信號 | | --- | --- | --- | | 賞 | O | 11 | 2、京東集團-SW (09618.HK):是否這周回踩120元?投資者持有認沽證,行使價116.8元 Simon:從日線圖看股價比較跳躍,每日波幅比較大。目前信號總結為"買入"。當前支持位126.1元,第二支持位120.7,與投資者的目標價比較接近。 | | | 3、京東健康 (06618.HK): 守住48元,能站穩50元嗎? Simon:收市價49.95元,接近全日高位50元,股價繼續向上走。技術信號總結為"買出"。阻力位在50.8元,剛好企穩在50元之上。根據目前分析,50元是比 ...
7月15日【港股Podcast】恆指、阿里、嗶哩嗶哩、網易、舜宇、阿里健康
Ge Long Hui· 2025-07-16 02:54
Group 1 - The Hang Seng Index (HSI) shows a significant rebound, with bullish investors expecting it to rise to 25,000, supported by a recovery price of 24,020 for overnight bull certificates [1] - Alibaba (09988.HK) has potential upward movement, with bullish investors targeting a price of 130 HKD, while the stock closed at 113.5 HKD, reflecting a 6.97% increase [3] - Bilibili-W (09626.HK) has broken through the upper Bollinger Band at 182 HKD, closing at 184.9 HKD, indicating a "buy" signal with resistance levels at 194.5 HKD and 200 HKD [6] Group 2 - NetEase-S (09999.HK) shows signs of a rebound, with a "buy" signal and resistance levels at 216 HKD and 224 HKD, suggesting that options with a strike price around 220 HKD may be more favorable [9] - Sunny Optical Technology (02382.HK) is experiencing upward momentum, closing near the upper Bollinger Band at 76.4 HKD, with a strong buy signal and resistance levels at 78.4 HKD and 82.3 HKD [12] - Alibaba Health (00241.HK) has risen for six consecutive days, with resistance levels at 4.8 HKD and 5.13 HKD, and options with a strike price of 4.51 HKD are considered reasonable [15]
中芯國際(00981.HK)技術結構轉強,短線順勢交易機會顯現
Ge Long Hui· 2025-07-03 13:04
Core Viewpoint - SMIC (00981.HK) is experiencing a significant improvement in its technical performance, driven by a recovery in the semiconductor sector, indicating a healthy upward trend [1] Technical Analysis - The stock price has stabilized above the 10-day moving average (41.84 HKD) and the 30-day moving average (41.48 HKD), approaching the 60-day moving average (43 HKD), reflecting a positive short to medium-term trend [1] - Out of 16 technical indicators, 9 indicate "buy" or "strong buy," with the moving average system summarizing as "strong buy," providing a solid basis for trend-following strategies [1] - The stock price reached 43.85 HKD at 10:22 AM on the reporting day, with a trading volume of 7 billion HKD, indicating significant capital inflow [1] - The RSI is at 67, close to overbought territory, yet market momentum remains strong, suggesting potential for further upward movement [3] - The Bollinger Bands are expanding, with the stock price positioned between the upper and middle bands, indicating potential resistance levels at 48.1 HKD and 50.5 HKD [3] - Key support levels are identified at 38.9 HKD and 42.1 HKD, with 42.1 HKD being a crucial short-term support level due to overlap with multiple moving averages [3] - The Ichimoku Cloud indicates that prices are stable above the cloud, confirming the continuation of the bullish pattern [3] Derivative Products Performance - Following a 6.71% increase in the underlying stock over two trading days, leveraged products linked to SMIC, particularly bull certificates, have shown significant gains, with HSBC's bull certificate (62405) rising by 36% and UBS's bull certificate (63551) increasing by 33% [4] - In contrast, call options have shown more moderate increases, with HSBC's call option (13200) and a call option from another issuer rising by 15% and 18%, respectively [4] Product Characteristics - HSBC's call option (16269) offers a leverage of 4.4 times with an exercise price of 51.93 HKD, suitable for investors optimistic about SMIC's future while aiming to reduce derivative costs [7] - The put option from another issuer (13733) has an exercise price of 42.18 HKD and a leverage of 3.1 times, appealing to cautious bearish investors [7] - The bull certificates, such as those from Societe Generale (60185), have a buyback price of 38.3 HKD and a leverage of 5.7 times, making them attractive for short-term bullish investors [11] Overall Market Sentiment - The overall sentiment indicates that bull certificates, due to their higher leverage and direct tracking of the underlying stock, can amplify returns in a clear upward trend, while call options may provide more stable returns if the underlying stock continues to strengthen [15]