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  ·08-05
  前天刚买[流泪]
  段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持
  8月5日，据$香港交易所(00388)$披露，段永平管理的H&H International Investment对$泡泡玛特(09992)$国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。
  段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持
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17:17","market":"hk","language":"zh","title":"段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持","url":"https://stock-news.laohu8.com/highlight/detail?id=1162349047","media":"老虎资讯综合","summary":"8月5日，据$香港交易所(00388)$披露，段永平管理的H&H International Investment对$泡泡玛特(09992)$国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。","content":"<html><head></head><body><p style=\"text-align: left;\">8月5日，据<a href=\"https://laohu8.com/S/00388\">香港交易所</a>披露，段永平管理的H&amp;H International Investment对<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。</p><p style=\"text-align: left;\">值得注意得是，段永平持有泡泡玛特正股，并卖出认购期权Call赚取权利金；部分Call到期被行权，他按照大约162.50港元的综合交割价格交出了部分股票，导致实物持股净减少约893.28万股。与此同时，其他期权仓位到期或完成转换，令披露的总好仓由7.65%降至5.55%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f429bd202c5b2e3197b0d0b3d8156bb5\" title=\"\" tg-width=\"1354\" tg-height=\"2005\"/></p><p>段永平今日晚间在社交平台上对“减持”泡泡玛特一事进行回应：“就是put expired，部分被call走了。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66dc2175ce989a20d8080a9343c6ac1a\" tg-width=\"1179\" tg-height=\"816\"/></p><p>泡泡玛特方面表示，本次持股比例下降并非二级市场直接抛售减持，而是期权合约履约，按交易约定交付对应股份。一位资本市场分析人士进一步解释，段永平此次持股变动与他此前卖Put、卖Call时设置的价格区间密切相关，“主要是价格区间设置比较窄，属于短期交易行为，并非大众理解层面的主动减持”。</p><p>这指向的是段永平标志性的“期权收租”策略，持有正股的同时卖出期权赚取权利金，当股价触及行权价，被动交付或接收股票。从泡泡玛特近期的走势看，7月16日放量大涨超过6%；7月30日（披露变动日）盘中一度冲至172.4港元，此后股价震荡回落。8月5日收于161.4港元，较337.08港元的历史高点已腰斩，总市值约2149亿港元，滚动市盈率15.2倍，市场反应相对平淡。</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>段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持</title>\n<style 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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段永平持仓从7.65%降至5.55%，泡泡玛特澄清：不是主动减持\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\">2026-08-05 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">8月5日，据<a href=\"https://laohu8.com/S/00388\">香港交易所</a>披露，段永平管理的H&amp;H International Investment对<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。</p><p style=\"text-align: left;\">值得注意得是，段永平持有泡泡玛特正股，并卖出认购期权Call赚取权利金；部分Call到期被行权，他按照大约162.50港元的综合交割价格交出了部分股票，导致实物持股净减少约893.28万股。与此同时，其他期权仓位到期或完成转换，令披露的总好仓由7.65%降至5.55%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f429bd202c5b2e3197b0d0b3d8156bb5\" title=\"\" tg-width=\"1354\" tg-height=\"2005\"/></p><p>段永平今日晚间在社交平台上对“减持”泡泡玛特一事进行回应：“就是put expired，部分被call走了。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/66dc2175ce989a20d8080a9343c6ac1a\" tg-width=\"1179\" tg-height=\"816\"/></p><p>泡泡玛特方面表示，本次持股比例下降并非二级市场直接抛售减持，而是期权合约履约，按交易约定交付对应股份。一位资本市场分析人士进一步解释，段永平此次持股变动与他此前卖Put、卖Call时设置的价格区间密切相关，“主要是价格区间设置比较窄，属于短期交易行为，并非大众理解层面的主动减持”。</p><p>这指向的是段永平标志性的“期权收租”策略，持有正股的同时卖出期权赚取权利金，当股价触及行权价，被动交付或接收股票。从泡泡玛特近期的走势看，7月16日放量大涨超过6%；7月30日（披露变动日）盘中一度冲至172.4港元，此后股价震荡回落。8月5日收于161.4港元，较337.08港元的历史高点已腰斩，总市值约2149亿港元，滚动市盈率15.2倍，市场反应相对平淡。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"09992":"泡泡玛特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162349047","content_text":"8月5日，据香港交易所披露，段永平管理的H&H International Investment对泡泡玛特国际集团有限公司的多头持仓比例于2026年7月30日从7.65%降至5.55%。值得注意得是，段永平持有泡泡玛特正股，并卖出认购期权Call赚取权利金；部分Call到期被行权，他按照大约162.50港元的综合交割价格交出了部分股票，导致实物持股净减少约893.28万股。与此同时，其他期权仓位到期或完成转换，令披露的总好仓由7.65%降至5.55%。段永平今日晚间在社交平台上对“减持”泡泡玛特一事进行回应：“就是put expired，部分被call走了。”泡泡玛特方面表示，本次持股比例下降并非二级市场直接抛售减持，而是期权合约履约，按交易约定交付对应股份。一位资本市场分析人士进一步解释，段永平此次持股变动与他此前卖Put、卖Call时设置的价格区间密切相关，“主要是价格区间设置比较窄，属于短期交易行为，并非大众理解层面的主动减持”。这指向的是段永平标志性的“期权收租”策略，持有正股的同时卖出期权赚取权利金，当股价触及行权价，被动交付或接收股票。从泡泡玛特近期的走势看，7月16日放量大涨超过6%；7月30日（披露变动日）盘中一度冲至172.4港元，此后股价震荡回落。8月5日收于161.4港元，较337.08港元的历史高点已腰斩，总市值约2149亿港元，滚动市盈率15.2倍，市场反应相对平淡。","news_type":1,"symbols_score_info":{"09992":1.5}},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}