[Steady Progress] Key Deployment Areas for Innovative Drugs in the Second Half of the Year | Are Platform Stocks Worth It? Can Hong Kong Stocks Rise Further? When Will They Stop?

Continuous Good News on Innovative Drug Policies

Especially the announcement of the medical insurance drug list on 7.11, which now includes a directory for innovative drugs! This aligns perfectly with what we discussed last week about the opportunities in pharmaceutical stocks in the second half of the year: WuXi AppTec$WUXI APPTEC(02359.HK)$BI-WXAT@EC2606A(16478.HK) strike price 83.64, leverage close to 2x$BI-WUXI@EC2612A(17153.HK)6$AKESO(09926.HK) strike price 29.16, leverage also 2x, Kangfang$AKESO(09926.HK) is slightly better,$ BIAKESO@EC2510A.HK BOC has one with 3.24x leverage, strike price 135.98, less popular ones include Ali Health$ALI HEALTH(00241.HK) $BIALIHI@EC2512A(29379.HK) strike price 4.51, actual leverage 2.82x.

Platform Stocks Continue to Compete, Can the Hang Seng Index Rise Again?

Can the Hang Seng Index$Hang Seng Index(00HSI.HK) break 24000 again$BI#HSI RC2801G(55890.HK) knock-out price 23818, leverage around 47x, long bull expires in 2028.$BI-HSI @EC2512A(18016.HK) You can also look at call warrants, strike price 26331, leverage 10x, leverage is much weaker, but no knock-out mechanism, suitable for those who dislike knock-outs.

Meituan and Alibaba Under Pressure at 10-Day Moving Average

JP Morgan asked a good question, is the competition worth it? Will there be 4 trillion by 2030? I’d like to ask too.$MEITUAN(03690.HK) $BIMTUAN@EP2512A(16224.HK) strike price 110, leverage 4x, expires end of 2025,$BABA-W(09988.HK) $ BIALIBA@EP2510A.HK strike price 93.55, actual leverage 8.8x, expires in October, I know money is starting to flow into Alibaba for a rebound, especially with the good news about Alibaba’s overseas one-hour shopping, feels like a flash sale, can bet on a small rebound, but a big one is unlikely.