法興:2025年輪證成交佔大市比重降至7.3% 料今年有機會拉高比例 (18:17) – 20260106 – 即時財經新聞

周翰宏指出,港股AMTX(即阿里巴巴(9988)、美團(3690)、騰訊(0700)及小米(1810))的平均引伸法幅已經跌至三年低位。到今年依始,則再出現過往兩年年初出現引伸波幅回升的情況,估計這股勢頭會在今年初得以維持,當有關股份目前處於高位,料股價變化相對細,引伸能否升上35%至40%仍待觀察。但是他料,當正股尋找突破時,部署窩輪投資時便有機會「賺價、賺波幅」。至於近日美國派軍隊到委內瑞拉活捉總統事件,他指,現時看油價仍然傾向向下走,但是不會急跌,該行目前暫時未有對資源股輪證有特別的看法。

蔡秀虹又稱,去年除了AMTX輪證多人關注之外,和恒生指數相關的輪證仍佔比市甚高,去年更佔窩輪及牛熊證總成交31.3%及91.1%,比其他資產佔比為多。但是隨著AMTX的效益開始滲透到市場不同領域,加上不同行業板塊輪動,因此已見如芯片股及泡泡瑪特(9992)等吸引不少資金,甚至進據十大成交之列。至於在美股市場,亦開始由傳統在高位的七雄股,資金進一步流向其他股份。法興因應市況及市場需求,料今年續會視乎監管機構情況,推出更多美股單頭窩輪,供投資者選擇。

周翰宏稱,從現時市況及關鍵意見領袖的看法歸納所見,市場對弘Palantir(美:PLTR)、美光科技(美:MU)等股份有需求的股份,有潛力成為標的。

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