《瑞银窝轮》中美英齐现利好消息 资金回流重磅蓝筹
受中美传出会达成首阶段贸易协议的消息带动，恒指於上周五(13日)裂口重上27500点并於高位持续有买盘支持。到午市英国确认支持脱欧的保守党胜出大选，减低英国硬脱欧的不明朗因素，带动恒指升幅进一步扩大，一度逼近27700点，收於27687点的全日高位。
技术上，恒指已经完全补回11月11 日的下跌裂口，配合外围市况转强，之前走势落後的蓝筹股再吸引资金流入。以上周五恒指急升2.57%为例，腾讯(0700)及友邦(1299)都急升超过3%，跑赢恒指表现。事实上，过去半年宏观环境不明朗，但环球量宽，令资金未有完全离开股市，转而炒不同的板块「炒股不炒市」。不过随着中美、英先後传出好消息，环球主要市应声弹升，资金亦有机会重新投资指数重磅股，过去1星期美团(3690)弱、腾讯(0700)便可见一斑。投资者若认为年尾今年有「粉饰厨窗」，可留意蓝筹股动力能否持续，并考虑以下CALL轮作好仓部署：
腾讯认购13031，行使价366.08港元，20年3月到期，有效杠杆约12.倍。
平安(2318)认购21787，行使价100.88港元，20年9月到期，有效杠杆约7.7倍。
港交(0388)认购12760，行使价260.2港元，20年5月到期，有效杠杆约9.0倍。
恒指认购12313，行使价27880港元，20年3月到期，有效杠杆约12.倍。
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瑞银亚洲股票衍生产品销售部
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