《瑞银窝轮》腾讯暂守320港元 两手准备腾讯购23552、沽23438
周四恒指先跌後反弹，全日波幅约350点，当日焦点有公布完业绩先跌後急升的中国生物制药(1177)，最高见11.78港元，上升一成，带动药股追好，石药(1093)股价最高见16.24港元，上升4.7%。内地的医药带量采购政策力度温和，令医药股近星期造好，不过由於中药已出现大幅反弹，投资者如憧憬石药追落後，可留意石药集团认购27355，行使价16.38港元，19年12月到期，有效杠杆约5.3倍。
另外腾讯(0700) 周四曾下试310港元水平，之後跌幅收窄，重上320港元收市。周三有外电指腾讯音乐正接受中国反垄断调查，如垄断属实腾讯会被终止与全球多家主流音乐公司包括索尼、华纳以及环球等的独家许可协议。虽然股价周四重新靠稳，不过南非大股东Naspers即将分拆持有腾讯31%股权的公司上市，市场一直担心此举会为腾讯带来沽售压力，如投资者看淡腾讯，可留意腾讯控股认沽23438，行使价314.8港元，19年11月到期，有效杠杆约8.7倍。
不过资金多日来主力流入腾讯认购证，由8月26日至8月28日的3个交易日内，腾讯认购证累计约有6762万港元资金净流入。不过由於近日腾讯控股跌势非常急，之前较热门的认购证或已变得非常价外，如投资者看好腾讯，可留意腾讯控股认购23552，行使价340.2港元，19年12月到期，有效杠杆约7.9倍。
更多窝轮牛熊资讯：瑞银证网站: www.ubs.com/hkwarrants卓素华董事
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