港股期权|腾讯半日升1.5%,认购期权成交活跃;MiniMax染蓝呼声高,一认沽期权成交超2000 张

老虎资讯综合
Yesterday

一、股票期权成交量

港股期权今日成交总数为347890张,其中腾讯个股期权成交量最大,达4.5万张; 美团期权成交量居于第二,成交3.3万张; 阿里巴巴居第三,期权成交2.7万张; 泡泡玛特成交 1.2万张。

二、异动观察

腾讯半日升1.5%,认购期权成交活跃

腾讯控股上周公布2026年中期业绩报告,847.2亿元的上半年资本开支数字便迅速引发市场强烈关注。其中,二季度单季资本开支达527.84亿元,同比激增176%,单季投入规模已超过2019至2023年间任一整年的水平。

财报发布后首个交易日,腾讯美股ADR收跌5.44%;截至8月14日收盘,腾讯港股报440港元/股,显示其股价仍处于本次半年报数据的市场情绪消化期。

恒指周五季检,MiniMax染蓝呼声高,MiniMax半日升1.22%,一认沽期权成交超 2000 张

恒指公司本周五将公布新一轮蓝筹换马结果,中金最近发表的报告预测,紫金国际(2259)、智谱(2513)及MiniMax(0100)等,皆符合染蓝条件。由于半年度审议通常变化较大,且追蹤旗舰指数的被动资金规模也大,综合彭博与Wind的统计,追蹤恒指、国企和科指的ETF规模分别约为281.3亿美元、75.2亿美元和506.9亿美元,因此潜在成份股变动及相应资金流向值得重点关注。

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