一、股票期权成交量
7月8日周二,港股三大指数上午高开高走,恒生科技指数一度冲高至1.8%,午间收涨1.29%,恒生指数、国企指数分别上涨0.78%及0.84%,恒指重上24000点上方。大型科技股、大金融股、稳定币概念表现活跃。
港股期权半日成交336947张。其中,建设银行的期权成交量罕见地跃升至榜首,阿里巴巴、美团、腾讯、小米紧随其后。
建设银行港股今日创历史新高,年内涨幅超36%。市场分析人士认为,银行板块表现强劲的原因有:银行业稳健经营;股息回报性价比高且派息稳定;险资等中长期资金入市,加大银行股配置比例;被动基金扩容与主动基金调仓,形成多维度资金注入等。
建行认购期权成交活跃,其中一份月底到期的认购合约,行权价达9.25港元,较现价有约12%的上涨空间。该份合约成交价格飙升200%!
二、异动观察:淘宝闪购“爆单”,阿里认购合约价格飙升
阿里巴巴个股期权成交量排在总榜第二位,午盘收涨0.95%。消息面上,淘宝闪购、饿了么联合宣布,淘宝闪购日订单数超8000万,从订单结构来看,淘宝闪购已向全品类大幅拓展,其中非餐饮订单超1300万。
分析认为,近期爆发的“外卖大战”会给美团、阿里的业绩带来一定压力,不过从表现上看,阿里股价的韧性还是比较强的,资金也开始进行多头布局,一份本周五到期的CALL,行权价117.5港元,较现价有10%以上的涨幅空间。该份合约的成交价格更是暴涨800%!
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