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《市評》恒指升但受制兩萬六 泡泡瑪特彈逾6%
市傳美伊下一輪談判或於周四(16日)在巴基斯坦首都伊斯蘭堡舉行,恒指今日(14日)反覆造好,但於兩萬六關遇阻力。美國周一採取行動,封鎖伊朗港口和沿海地區的重要水道,其後美國總統特朗普在白宮發表演說稱接到伊朗相關人士的電話,稱希望達成協議,美股道指及納指隔晚(13日)各升0.6%及1.2%,撰文之時,美國2年期債券孳息跌至3.762%,美國10年期債券孳息跌至...
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《市評》恒指升但受制兩萬六 泡泡瑪特彈逾6%
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市傳美伊下一輪談判或於周四(16日)在巴基斯坦首都伊斯蘭堡舉行,恒指今日(14日)反覆造好,但於兩萬六關遇阻力。美國周一採取行動,封鎖伊朗港口和沿海地區的重要水道,其後美國總統特朗普在白宮發表演說稱接到伊朗相關人士的電話,稱希望達成協議,美股道指及納指隔晚(13日)各升0.6%及1.2%,撰文之時,美國2年期債券孳息跌至3.762%,美國10年期債券孳息跌至4.279%,美匯指數跌至98.21。道指期貨最新升83點或0.17%,納指期貨最新升114點或0.45%。中國3月美元計出口按年增2.5%、3月進口按年升27.8%及貿易順差收窄至511.3億美元,上證綜指全日升38點或0.95%收4,026點,深證成指升1.6%及內地創業板指數升2.36%創逾四年新高,滬深兩市成交額共2.38萬億元人民幣。

恒指高開268點,曾升334點高見25,995點,全日升211點或0.8%,收25,872點;國指升69點或0.8%,收8,671點;恒生科指升29點或0.6%,收4,851點。大市全日成交總額2,367.76億元。北水交易總成交額1,031.54億元,而南向資金今日淨流出20.17億元(上交易日淨流入22.49億元)。中國平安(02318.HK)  +1.600 (+2.595%)    Short selling $621.97M; Ratio 36.627%   揚近2.6%,滙控(00005.HK)  +2.200 (+1.585%)    Short selling $428.34M; Ratio 16.673%   升1.6%。

京東健康(06618.HK)  +1.080 (+2.325%)    Short selling $122.97M; Ratio 19.474%   昨(13日)股價下挫9.4%後,今日(14日)回升2.3%收47.54元,阿里健康(00241.HK)  +0.120 (+2.733%)    Short selling $132.56M; Ratio 27.255%   升2.7%。美團-W(03690.HK)  -1.350 (-1.562%)    Short selling $918.85M; Ratio 29.520%   發布聚焦家庭健康管理的AI產品「小團健康管家」和付費會員服務「健康卡」。據介紹,「小團健康管家」提供基礎的問病問藥、健康諮詢服務,並支持家庭健康檔案管理和體檢報告智能解讀。用戶在對話中可跳轉線上購藥、在線問診或預約線下就醫,形成從諮詢到履約的完整閉環。美團今日股價跌1.6%收85.1元。此外,京東物流(02618.HK)  +0.830 (+5.748%)    Short selling $82.39M; Ratio 20.005%   揚5.7%,京東工業(07618.HK)  +2.030 (+16.558%)    Short selling $5.09M; Ratio 4.661%   炒高16.6%。

【寧德股價弱 百度有支持】

阿里(09988.HK)  +1.300 (+1.055%)    Short selling $869.15M; Ratio 13.268%   全日升1.1%,騰訊(00700.HK)  +3.200 (+0.653%)    Short selling $866.35M; Ratio 9.885%   及快手-W(01024.HK)  +0.100 (+0.225%)    Short selling $162.15M; Ratio 13.005%   升0.7%及0.2%,滴普科技(01384.HK)  -5.800 (-8.169%)   及迅策(03317.HK)  -16.600 (-4.632%)   回吐8.2%及4.6%。晶片設備股ASMPT(00522.HK)  +7.800 (+6.627%)    Short selling $83.44M; Ratio 14.736%   升6.6%。光纖股長飛光纖光纜(06869.HK)  +1.600 (+0.745%)    Short selling $403.63M; Ratio 9.856%   升0.7%。電池股寧德時代(03750.HK)  -22.500 (-3.297%)    Short selling $1.05B; Ratio 26.257%   考慮在港配售股份,擬籌不逾50億美元,寧德時代H股全日跌3.3%收660元,成交39.9億元,而寧德時代明天(15日)將公布今年首季業績。

百度-SW(09888.HK)  +3.700 (+3.445%)    Short selling $350.03M; Ratio 21.459%   全日股價彈高3.4%,瑞銀發表研究報告,預計百度(即將公布的2026年首季業績,符合市場預期;收入增長將由AI驅動業務貢獻增加所帶動,預期佔核心收入逾50%。該行預計,受惠於AI需求激增及算力供應緊張帶動行業普遍加價,AI雲端基礎設施首季收入增長超過40%;而百度在自研芯片(崑崙芯)方面的供應端優勢,有助獲取新客戶及推動現有客戶續約。瑞銀亦預期AI分析營銷(Marketing)全年將保持強勁增長,AI應用將繼續專注於用戶擴張及AI功能增強。

【升股千三隻 泡泡瑪特彈】

港股今日市寬向好,主板股票的升跌比率為32比19(上日17比32),上升股份1,337隻(升幅3.7%);恒指成份股今日61隻股份上升,下跌股份29隻,升跌比率68比32(上日24比71);大市今日錄沽空375.73億元,佔可沽空股份成交額2,031.16億元的18.498%。

泡泡瑪特(09992.HK)  +9.900 (+6.535%)    Short selling $772.51M; Ratio 12.625%   今日股價抽上6.5%收161.4元,成交額61.19億元。內媒報道,段永平透過賣出看跌期權(賣put)佈局泡泡瑪特。段永平解釋,自己是個滿倉主義者,絕大部分錢都已經在其他的投資上。儘管如此,可以先對泡泡瑪特賣些put,同時考慮用哪些投資去換(機會成本)。自己不在乎股價因此就漲上去了,少賺點就當公益,反正賺到錢也是拿來做公益的。如果put不進來,還是可以賺premium的,如果put進來,覺得會賺更多。(wl/da)(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-14 16:25.)

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