《瑞銀窩輪》騰訊中芯業績 看好參考騰訊購22211、中芯購27615
轉眼間又到首季業績的高峰期，肺炎疫情本年初肆虐內地各城市，停工停貨令生產鏈中斷，經濟活動停擺，不少上市公司的第一季業績亦難以獨善其身。不過科技相關股如騰訊(0700)則獲看高一線，公司的遊戲業務受疫情帶動表現強勁，更有機會受惠社交廣告業務，不少大行更上調騰訊的目標價，反映市場對股價的表現有憧憬。
公司將在本週三公布業績，週一開市已突破420港元的年內高位，日內再衝高至突破430港元，更以全日高位435港元收市，業績前已有獲炒上之勢，如投資者看好騰訊，可留意騰訊控股認購22211，行使價463.08港元，20年8月到期，有效槓桿約9.5倍，或騰訊牛證67770，收回價407港元，20年11月到期，有效槓桿約13倍。
另外，近日市場焦點中芯(0981)亦將於同日公布業績，早前美國揚言要向中國再加關稅報復中國隱瞞疫情，消息令股市出現過一輪震盪，但中芯受惠市場預期內地手機製造商增加從國內公司採購芯片，早前公司更逆市上調了首季收入及毛利率預測，股價已得到資金注視，加上公司表示計劃在上海科創板上市，最高見17.78港元。近日亦未有明顯回調，股價主要在高位整固。如投資者看好中芯，可留意中芯認購27615，行使價18.2港元，20年12月到期，週二新上市。
另外週一開始有中芯牛熊證應市，如投資者希望以牛熊證部署中芯，可留意瑞銀的中芯牛證67806，收回價14.2港元，21年5月到期，有效槓桿約4.4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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