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《瑞銀窩輪》5G股
阿思達克 02-25 10:21
受肺炎疫情擴散至其它國家影響,即使強如美股亦從高位出現調整,但A股在內地放鬆銀根的推動下,指數反而回升至農曆年前的水平並在高位徘徊,不過資金在疫情巿下亦非一面倒樂觀。在本週一(24日)跌巿中跑贏大巿的板塊之一為5G概念股,主要因為巿場資金仍受惠於內地「放水」,而疫情影響下,內地推基建為巿場較高的呼聲,而5G建設亦較傳統基建較受巿場受落。中興通訊(0763)逆巿破頂升穿35港元,較今年年初約23港元升最多超過5成;相比之下雖然鐵塔未破頂,但亦出現大陽燭,升破1.9港元的半年阻力,年初至今亦逆巿錄得近15%的升幅。而芯片股亦是亮點之一。疫情巿當然易吸引資金看淡,但好友亦可伺機留意強勢股CALL輪: 鐵塔認購12167,行使價1.95港元,20年6月到期,有效槓桿約7.6倍。 中芯(0981)認購22575,行使價20.05港元,20年12月到期,有效槓桿約3.1倍。 若希望以淡倉部署疫情巿,可留意: 恆指認沽21569,行使價25900點,20年5月到期,有效槓桿約13.倍。 恆指熊證69555,收回價27866點,20年5月到期,有效槓桿約22.倍。 更多窩輪牛熊資訊:瑞銀證網站: www.ubs.com/hkwarrants 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 本產品並無抵押品。 如發行人無力償債或違約,投資者可能無法收回部份或全部應收款項。筆者為UBS AG的代表(作為證監會持牌人),並未持有相關上市公司的任何財務權益。本資料由瑞銀刊發,其並不構成買賣建議、邀請、要約或遊說。結構性產品價格可急升或急跌,投資者可能會蒙受全盤損失。過往表現並不反映將來表現。牛熊證備強制贖回機制而可能被提早終止,屆時 (i) N類牛熊證投資者將不獲發任何金額;而(ii) R類牛熊證之剩餘價值可能為零。投資前應瞭解有關風險,並諮詢專業顧問及查閱有關上市文件。UBS Securities Hong Kong Limited為結構性產品之流通量提供者,亦可能是唯一報價者或巿場參與者。(C) UBS 2020。版權所有。~ 重要聲明: 以上資訊由第三方提供,AASTOCKS.com Limited對於任何包含於、經由、連結、下載或從任何與本網站有關服務所獲得之資訊、內容或廣告,不聲明或保證其內容之正確性或可靠性。對於您透過本網站上之廣告、資訊或要約而展示、購買或取得之任何產品、資訊資料,本公司亦不負品質保證之責任。
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