《瑞银窝轮》药明生物染蓝前屡破顶 留意高杠杆牛62810
多只科技股尤其龙头公司持续破顶及热炒，大家都耳熟能详，不过近月医疗板块亦相当受注目，当中有一只更以黑马姿态与阿里巴巴(9988)及小米(1810)一同染蓝，所讲的就是药明生物(2269)。近日不同医疗板块包括医疗器械，网上医疗及药物设备等都纷纷回落，唯独CRO板块持续破顶，包括龙头股药明生物。
CRO一枝独秀的原因除因为国策令自主研发令市场潜力巨大之外，由於其业务是收药物公司钱代为研发，入场技术及门槛高，将来药物研发成功，受类似带量采购令产品价格大降的政策风险亦低，所以成为市场资金追捧新经济的选择。
若看短期因素，其市值远低於阿里及小米，但占恒指的比重即达1.75%，高於目前的2只药股石药(1093)及中生(1177)，被动资金届时推动力不能忽视。
看好药明可留意牛证62810，收回价165港元，有效杠杆约5倍，远高於普遍药明CALL轮因VOL高至80%而较低的3倍杠杆。
更多窝轮牛熊资讯：瑞银证网站: www.ubs.com/hkwarrants
窝证教学及市况焦点短片:
https://www.youtube.com/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber
周国威
董事
瑞银亚洲股票衍生产品销售部
本产品并无抵押品。 如发行人无力偿债或违约,投资者可能无法收回部份或全部应收款项。笔者为UBS AG的代表(作为证监会持牌人)，并未持有相关上市公司的任何财务权益。本资料由瑞银刊发，其并不构成买卖建议、邀请、要约或游说。结构性产品价格可急升或急跌，投资者可能会蒙受全盘损失。过往表现并不反映将来表现。牛熊证备强制赎回机制而可能被提早终止，届时 (i) N类牛熊证投资者将不获发任何金额;而(ii) R类牛熊证之剩余价值可能为零。投资前应了解有关风险，并谘询专业顾问及查阅有关上市文件。UBS Securities Hong Kong Limited为结构性产品之流通量提供者，亦可能是唯一报价者或市场参与者。(C) UBS 2020。版权所有。~
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