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據外媒統計,上月初獲正式納入港股通的大模型公司Minimax/稀宇科技 (0100),在上月獲南向資金加倉106億元,單月計買入規模超越騰訊(0700)、阿里(9988),根據花旗認股證/牛熊證港股通持倉比例專頁顯示,截至8月31日,Minimax北水持倉比例達9.4%。 投資者如看好稀宇,或可留意稀宇購16192,行使價666.666元,實際槓桿2.4 倍,換股比率800 兌 1,2027年02月11日到期;如看淡,或可留意稀宇沽16191,行使價250元,實際槓桿0.9 倍,換股比率800 兌 1,2027年03月02日到期。
另外,已更改為香港主要上市的百度(9888),亦受市場憧憬其未來能加入港股通行列,股價在績後失守100元大關,近日在90元上方整固,投資者如看好百度,或可留意百度購16597,行使價106.88元,實際槓桿4.9 倍,換股比率100 兌 1,2027年02月23日到期。
新股方面,快時尚電商SHEIN希音(0625)已於本周二(1日)上市,惟走勢連日受壓投資者如看好希音,或可留意希音購16930,行使價52.88元,實際槓桿3.2 倍,換股比率50 兌 1,2027年03月01日到期,為場上引伸波幅定價最低產品。
輪場資金方面,寧德時代(3750)近期好倉資金流入顯著增加,股價自上月末起受壓,踏入9月更失守600元及250天綫水平。 投資者如看好寧德,或可留意寧德購15256,行使價725元,實際槓桿6.4 倍,換股比率500 兌 1,2027年02月02日到期;如看淡,或可留意寧德沽27248,行使價551.38元,實際槓桿3.4 倍,換股比率500 兌 1,2027年03月19日到期。