Madagascar P
07-02
半导体涨价不停止，小米就起不来
港股期权｜恒指重上23000点，腾讯、泡泡玛特期权成交并列领先；小米汽车销量亮眼、美团大模型发布，认购期权双双活跃
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href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近5%，成交额超28亿港元；期权方面，小米集团半日成交超2.8万张，其中7月30日到期行使价为25港元的认购期权成交居前，成交2647张。</p><p>消息面上，小米汽车7月1日公布6月销量数据，单月交付量持续超过3万辆，前六个月累计交付约18万辆。同时小米YU7发布7月购车权益，全系最高可享7.9万元优惠。此外，公司6月30日再度回购450万股、耗资约9737万港元，近期回购动作密集。此前高盛重申"买入"评级，12个月目标价维持40港元，认为第三季在智能电动车和AI领域有望迎来催化剂丰富期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/936ef42a2cccf6cd1007514c82ff1872\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/421857d50a6f01bc96d56323a5fcc6da\" title=\"\" tg-width=\"1179\" tg-height=\"2277\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超4%，成交额超30亿港元；期权方面，美团半日成交超2.4万张，其中8月28日到期行使价为90港元的认购期权成交居前，成交3400张。</p><p>消息面上，公司6月30日正式发布万亿参数大模型LongCat-2.0，系业界首个全程依靠国产算力完成训练与推理的万亿级模型，总参数1.6万亿，测试版本在OpenRouter全球调用量跻身前三。同时，公司于6月29日至30日连续回购合计292.48万股B类普通股，耗资约2亿港元，兑现CFO陈少晖在股东大会上"公司价值被严重低估"的表态。此外，湘财证券首次覆盖给予"增持"评级，认为公司处于利润修复阶段。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0c6c5aa94d147b8bfc77eb12d33aac\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/183675d5c68c184a17758bdfb0823b14\" title=\"\" tg-width=\"1179\" tg-height=\"2277\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股期权｜恒指重上23000点，腾讯、泡泡玛特期权成交并列领先；小米汽车销量亮眼、美团大模型发布，认购期权双双活跃</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股期权｜恒指重上23000点，腾讯、泡泡玛特期权成交并列领先；小米汽车销量亮眼、美团大模型发布，认购期权双双活跃\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-02 12:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 id=\"id_1625088067\">一、股票期权成交量</h2><p>7月2日，港股上午盘三大指数集体上涨，恒生指数、国企指数均上涨1.19%，恒指重上23000点上方，恒生科技指数涨0.62%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bbd07a10b0fa71080ba710c1a3659c0c\" title=\"\" tg-width=\"966\" tg-height=\"147\"/></p><p>截止午间收盘，港股期权半日成交超53万张，其中，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、泡泡玛特(09992)$期权成交均超6.5万张；<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>期权成交超4.6万张。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ebb0ca628eec0bd080a70c5d8666a3a\" title=\"\" tg-width=\"1179\" tg-height=\"2277\"/></p><h2 id=\"id_1974416233\">二、异动观察</h2><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近5%，成交额超28亿港元；期权方面，小米集团半日成交超2.8万张，其中7月30日到期行使价为25港元的认购期权成交居前，成交2647张。</p><p>消息面上，小米汽车7月1日公布6月销量数据，单月交付量持续超过3万辆，前六个月累计交付约18万辆。同时小米YU7发布7月购车权益，全系最高可享7.9万元优惠。此外，公司6月30日再度回购450万股、耗资约9737万港元，近期回购动作密集。此前高盛重申"买入"评级，12个月目标价维持40港元，认为第三季在智能电动车和AI领域有望迎来催化剂丰富期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/936ef42a2cccf6cd1007514c82ff1872\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/421857d50a6f01bc96d56323a5fcc6da\" title=\"\" tg-width=\"1179\" tg-height=\"2277\"/></p><p><a href=\"https://laohu8.com/S/03690\">美团-W</a>涨超4%，成交额超30亿港元；期权方面，美团半日成交超2.4万张，其中8月28日到期行使价为90港元的认购期权成交居前，成交3400张。</p><p>消息面上，公司6月30日正式发布万亿参数大模型LongCat-2.0，系业界首个全程依靠国产算力完成训练与推理的万亿级模型，总参数1.6万亿，测试版本在OpenRouter全球调用量跻身前三。同时，公司于6月29日至30日连续回购合计292.48万股B类普通股，耗资约2亿港元，兑现CFO陈少晖在股东大会上"公司价值被严重低估"的表态。此外，湘财证券首次覆盖给予"增持"评级，认为公司处于利润修复阶段。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be0c6c5aa94d147b8bfc77eb12d33aac\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/183675d5c68c184a17758bdfb0823b14\" title=\"\" tg-width=\"1179\" tg-height=\"2277\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"03690":"美团-W","00700":"腾讯控股","01810":"小米集团-W","09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199402666","content_text":"一、股票期权成交量7月2日，港股上午盘三大指数集体上涨，恒生指数、国企指数均上涨1.19%，恒指重上23000点上方，恒生科技指数涨0.62%。截止午间收盘，港股期权半日成交超53万张，其中，腾讯控股、泡泡玛特(09992)$期权成交均超6.5万张；阿里巴巴期权成交超4.6万张。二、异动观察小米集团-W涨近5%，成交额超28亿港元；期权方面，小米集团半日成交超2.8万张，其中7月30日到期行使价为25港元的认购期权成交居前，成交2647张。消息面上，小米汽车7月1日公布6月销量数据，单月交付量持续超过3万辆，前六个月累计交付约18万辆。同时小米YU7发布7月购车权益，全系最高可享7.9万元优惠。此外，公司6月30日再度回购450万股、耗资约9737万港元，近期回购动作密集。此前高盛重申\"买入\"评级，12个月目标价维持40港元，认为第三季在智能电动车和AI领域有望迎来催化剂丰富期。美团-W涨超4%，成交额超30亿港元；期权方面，美团半日成交超2.4万张，其中8月28日到期行使价为90港元的认购期权成交居前，成交3400张。消息面上，公司6月30日正式发布万亿参数大模型LongCat-2.0，系业界首个全程依靠国产算力完成训练与推理的万亿级模型，总参数1.6万亿，测试版本在OpenRouter全球调用量跻身前三。同时，公司于6月29日至30日连续回购合计292.48万股B类普通股，耗资约2亿港元，兑现CFO陈少晖在股东大会上\"公司价值被严重低估\"的表态。此外，湘财证券首次覆盖给予\"增持\"评级，认为公司处于利润修复阶段。","news_type":1,"symbols_score_info":{"09992":2,"00700":2,"03690":2,"01810":2}},"isVote":1,"tweetType":1,"viewCount":130,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/581376187389056"}
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