《瑞銀窩輪》藥明生物染藍前屢破頂 留意高槓桿牛62810
多隻科技股尤其龍頭公司持續破頂及熱炒，大家都耳熟能詳，不過近月醫療板塊亦相當受注目，當中有一隻更以黑馬姿態與阿里巴巴(9988)及小米(1810)一同染藍，所講的就是藥明生物(2269)。近日不同醫療板塊包括醫療器械，網上醫療及藥物設備等都紛紛回落，唯獨CRO板塊持續破頂，包括龍頭股藥明生物。
CRO一枝獨秀的原因除因為國策令自主研發令巿場潛力巨大之外，由於其業務是收藥物公司錢代為研發，入場技術及門檻高，將來藥物研發成功，受類似帶量採購令產品價格大降的政策風險亦低，所以成為巿場資金追捧新經濟的選擇。
若看短期因素，其巿值遠低於阿里及小米，但佔恆指的比重即達1.75%，高於目前的2隻藥股石藥(1093)及中生(1177)，被動資金屆時推動力不能忽視。
看好藥明可留意牛證62810，收回價165港元，有效槓桿約5倍，遠高於普遍藥明CALL輪因VOL高至80%而較低的3倍槓桿。
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。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
