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20250707 港股盤前資訊

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港股盤前資訊摘要及分析

1. 前香港恆生指數收市價

根據最新數據顯示，恆生指數上一交易日收市報23,916.06點，下跌153.88點，跌幅0.64%123。指數在交易日內最高觸及24,068.51點，最低見23,690.94點，開市價為23,900.69點2。

恆生指數失守24,000點整數關口，並跌穿10天線（現處24,077點）及20天線（現處24,009點）4。本週港股表現疲弱，全週累計下跌368點4。

2. 美國HSI ADR收市價

ADR恆指比例指數最新報23,780點，下跌136點，跌幅0.57%56。這個指數是根據恆指成份股的ADR價格及港股前收市價計算得出78。

主要恆指成份股ADR表現如下9：

  • 友邦保險ADR：37.0美元，折合港元72.5元，比香港升3.38元(+4.88%)
  • 滙豐控股ADR：60.7美元，折合港元95.2元，升0.44元(+0.46%)
  • 阿里巴巴ADR：108.7美元，折合港元106.6元，升1.55元(+1.47%)
  • 騰訊ADR：63.6美元，折合港元499.0元，升2.16元(+0.43%)

3. 牛熊證重貨區分析

根據最新牛熊證街貨分佈數據1011：

恆指牛熊證比例：

  • 牛證街貨：67.7% (8,485張相對期指張數)
  • 熊證街貨：32.3% (4,042張相對期指張數)

主要重貨區位置1012：

  • 24,600-24,699點：重貨區，街貨量310.92百萬份，相對期指張數621.84張
  • 24,200-24,299點：重貨區，街貨量416.84百萬份，相對期指張數833.68張
  • 23,500-23,599點：重貨區，街貨量625.52百萬份，相對期指張數1,103.34張

當前恆指現貨價格23,916點處於牛熊證重貨區之間，顯示市場對該水平附近存在較大關注度。

4. 即時期貨價格（大黑期）

恆生指數期貨（7月合約）1314：

  • 日市期貨：最後交易價23,918點，下跌134點(-0.56%)，高水2點
  • 夜市期貨：23,899點，下跌19點，低水17點15

期貨成交活躍，日市成交張數84,945張，未平倉合約總數126,777張1316。期貨價格相對現貨呈現小幅貼水狀態，反映市場情緒偏向謹慎。

5. 美國債息走向分析

美國10年期國債殖利率走勢171819：

  • 最新水平：4.34-4.35%
  • 近期變化：過去一週上升約0.04個百分點
  • 技術位置：處於4.30-4.40%區間內震盪

美債息率關鍵水平意義18：

  • 大於5%：代表長期通脹失控或市場對美國財政信心動搖
  • 4.5%-5.0%：警戒水位
  • 4.0%-4.5%：當前區間，屬相對穩定水平

美債息率維持在相對高位，對全球風險資產構成壓力，可能影響資金流向新興市場包括港股。

6. AASTOCK重點追蹤：7200、7500價格走勢

南方東英槓桿及反向ETF產品表現202122：

7200 (FL二南方恆指 – 2倍槓桿)22：

  • 現價：4.060港元
  • 變動：-0.008港元(-0.20%)
  • 年初至今回報：+33.38%

7500 (FI二南方恆指 – 2倍反向)2123：

  • 現價：3.642港元
  • 變動：+0.002港元(+0.05%)
  • 年初至今回報：-41.38%

這些槓桿產品的表現直接反映投資者對恆指走勢的不同看法，7200的正回報顯示年內恆指整體向上，而7500的大幅回調則印證了反向產品在上升市中的風險。

港股開市前競價時段重要資訊

開市前競價時段時間安排2425：

  • 9:00-9:15：輸入買賣盤時段（可修改或取消）
  • 9:15-9:20：不可取消時段（只接受新訂單）
  • 9:20-9:22：隨機對盤時段
  • 9:22-9:30：暫停時段

價格限制規則2526：

  • 第一階段（9:00-9:15）：上日收市價±15%
  • 第二階段（9:15後）：範圍收窄至9:15時錄得的最高買入價與最低賣出價之間

市場展望及交易策略建議

基於以上分析，當前港股面臨以下關鍵因素：

  1. 技術面壓力：恆指跌穿多條移動平均線，技術面偏弱
  2. 資金面影響：北水轉為淨流出，港匯疲弱需要金管局干預4
  3. 外圍環境：美債息率維持高位，對風險資產構成壓力
  4. 槓桿產品分化：反映市場對後市看法存在分歧

短期交易建議：

  • 關注23,500-23,600點牛熊證重貨區作為重要支撐
  • 留意開市前競價時段的資金流向和價格發現
  • 監控美債息率變化對港股資金面的影響
  • 適度控制倉位，等待技術面企穩信號

投資者應密切關注今日開市前競價時段的表現，以及是否能重新站穩24,000點整數關口，這將是判斷短期走勢的重要指標。

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