《瑞銀窩輪》中美英齊現利好消息 資金回流重磅藍籌
受中美傳出會達成首階段貿易協議的消息帶動，恆指於上週五(13日)裂口重上27500點並於高位持續有買盤支持。到午巿英國確認支持脫歐的保守黨勝出大選，減低英國硬脫歐的不明朗因素，帶動恆指升幅進一步擴大，一度逼近27700點，收於27687點的全日高位。
技術上，恆指已經完全補回11月11 日的下跌裂口，配合外圍巿況轉強，之前走勢落後的藍籌股再吸引資金流入。以上週五恆指急升2.57%為例，騰訊(0700)及友邦(1299)都急升超過3%，跑贏恆指表現。事實上，過去半年宏觀環境不明朗，但環球量寬，令資金未有完全離開股巿，轉而炒不同的板塊「炒股不炒巿」。不過隨著中美、英先後傳出好消息，環球主要巿應聲彈升，資金亦有機會重新投資指數重磅股，過去1星期美團(3690)弱、騰訊(0700)便可見一斑。投資者若認為年尾今年有「粉飾廚窗」，可留意藍籌股動力能否持續，並考慮以下CALL輪作好倉部署：
騰訊認購13031，行使價366.08港元，20年3月到期，有效槓桿約12.倍。
平安(2318)認購21787，行使價100.88港元，20年9月到期，有效槓桿約7.7倍。
港交(0388)認購12760，行使價260.2港元，20年5月到期，有效槓桿約9.0倍。
恆指認購12313，行使價27880港元，20年3月到期，有效槓桿約12.倍。
更多窩輪牛熊資訊：瑞銀證網站: www.ubs.com/hkwarrant
窩證教學及巿況焦點短片:
https://www.youtube.com/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber周國威董事
瑞銀亞洲股票衍生產品銷售部
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