ZL_146195
08-05 18:11
啥意思?被动平仓?
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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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&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":82,"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":16,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593543139574024"}
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