《瑞銀窩輪》騰訊、匯豐個別發展留意騰訊購20032、匯豐沽20036
週一大市呈好淡爭持局面，恆指低開後得以跌減少，全靠騰訊(0700)發力支持，週一最高見344港元。現時騰訊控股的10天線位於353港元的位置，投資者可留意股價能否重上此水平之上。另外根據彭博資訊，騰訊控股將於8月14日公布業績，資金開始留意認股證作部署。由8月1日至8月9日的7個交易日內，騰訊認購證累計約有1億862萬港元資金淨流入認購證，反映投資者甚為看好其後市表現，而北水方面，更在3月開始每月錄得淨買入騰訊。如投資者看好騰訊，可留意騰訊控股認購20032，行使價360.2港元，19年9月到期，有效槓桿約15.倍。相反，如投資者看淡騰訊，可留意騰訊認沽17250，行使價329.8港元，19年9月到期，有效槓桿約13.倍。
另外匯豐(0005)業績過後走勢一直差，主要受公司不明朗因素影響，匯豐行政總裁及董事范寧在沒有先兆下退任，令市場擔心繼任安排、公司未來策略等，而剛過去的週末匯豐大中華CEO辭任，週一早上再有指匯豐首席風險官年底前退休，高層大換馬，為公司增添不明朗因素。令匯豐股價下跌，週一下試59港元水平，為2016年年底以來的低位。如投資者看淡匯豐，可留意匯豐控股認沽20036，行使價58.88港元，19年12月到期，有效槓桿約9.3倍。
不過，隨著一輪的急跌，匯豐現時息率已達6厘7，比不少藍籌股的派息都吸引，或吸引資金留意。如投資者看好匯豐，可留意匯豐控股認購19722，行使價66.71港元，19年11月到期，有效槓桿約21倍。
更多窩輪牛熊資訊：瑞銀證網站: www.ubs.com/hkwarrants卓素華董事
瑞銀亞洲股票衍生產品銷售部
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