港股期权|美团回调,110港元CALL引关注,快手一PUT暴涨4700%

老虎资讯综合
Yesterday

港股期权概览

3月26日周四,港股三大指数上午低开低走,恒生指数跌1.37%再度失守25000点,国企指数、恒生科技指数分别下跌1.52%及2.15%。

港股股票期权上午成交593972张合约。美团、中国银行、腾讯位居前三位。

其中, 美团-W 上午跌超3%,昨日大涨13.92%的亢奋情绪稍有降温。25日上午,市场监管总局转载《经济日报》刊发的评论文章《外卖大战该结束了》。投资者普遍将这一监管信号解读为高强度补贴战有望阶段性收敛的前兆,各平台利润修复预期随之升温。

期权方面,美团一张4月29日到期的认购合约引人关注,行权价达110港元,较现价有近30%的涨幅空间。

个股期权异动

快手-W 上午大跌超13%,年内跌幅超28%。财报显示,快手 2025 年全年营收1427.76 亿元,同比增长12.5%;经调整净利润 206.47 亿元,同比增长16.5%。但电商业务增长乏力,2025年第四季度快手电商 GMV 同比仅增长12.9%。市场普遍认为,直播电商已告别爆发式增长期,快手核心增长引擎的动能减弱引发投资者担忧。

快手的认沽合约价格呈全面飙升之势。其中,一张本周五到期的PUT,行权价44港元,价格暴涨4700%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10