截止午间收盘,港股期权半日成交约42.1万张,其中,腾讯控股成交量居前,期权成交7.6万张;阿里巴巴-W位居次席,期权成交逾6.5万张;小米名列第三,期权成交逾5.6万张。
阿里巴巴早盘大跌5.15%,京东集团早盘大跌4.88%,小米早盘上涨1.35%,从十大升幅榜单中发现,今日无认购期权上榜,上榜的认沽期权最低涨幅达3900%。
申洲国际早盘暴跌13.82%,期权方面:申洲国际今日占据十大升幅榜单榜首位置,其到期行权价47港元的认沽期权暴涨9400%,4月29日到期行权价52.5港元的认沽期权成交量居前,成交400张合约。
消息方面:受宏观政策影响,服装纺织业冲击严重。中信证券研报指出:纺服行业作为贸易摩擦聚焦的行业之一,去年下半年来已对加征关税的不同情境进行了交易。但我们判断,特朗普最新的“对等关税”方案存在预期差:由于将考虑各国关税税率、市场准入、贸易壁垒等因素,或将使美国对东南亚及南亚各国关税政策存在一定差异。制造端来看,头部企业产能布局持续调整应对关税扰动,但方案实施带来的不同产地关税差异,或将带来代工厂订单分化表现,同时若本次由代工厂部分分摊关税,或将对毛利率带来一定冲击。
创科实业早盘暴跌超10%,期权方面:创科实业今日占据十大升幅榜单次席,其到期行权价75港元的认沽期权暴涨7500%,4月29日到期行权价90港元的认沽期权成交量居前,成交182张合约。
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