《瑞銀窩輪》中芯上調收入毛利指引 看好參考中芯購23995
復活節假期前加上油組與盟友會議在週四才展開，市場抱觀望態度，恆指在24000點爭持，大型股份方面乏善可陳，不過5G設備股再度受到追捧，而晶片股亦見得到支持。中芯(0981)週二宣布上調第一季收入和毛利率指引，將收入增長由原先的按季升0%至2%，上調到上升6%至8%，而毛利率指引則由原先的21%至23%，上調至25%至27%。消息一公布，股價在週三即時得到追捧，股價最高見14.4港元，上升8.4%。由於內地第一季受肺炎疫情嚴重影響，不少行業的收入都受嚴重打擊，在這個時候中芯上調首季指引，的確為市場帶來驚喜。如投資者看好中芯，可留意中芯國際認購23995，行使價16.28港元，20年11月到期，有效槓桿約3.0倍。
而另一焦點要數近月走勢凌厲的平安好醫生(1833)，週三繼續破頂，高見88.5港元，事實上在是次疫情網上應診的需求急增，令平安好醫生股價一直得到支持，而近日恆指由谷底回升，科技股或繼續成為資金吸納對象，而好醫生亦自然有機會繼續受惠。如投資者看好平醫，可留意平安好醫生認購22763，行使價92.93港元，20年7月到期，有效槓桿約3.8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
卓素華
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。~
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