《瑞銀窩輪》舊經濟股短線較抗跌 留意國泰、領展CALL
過去1星期港、美科技股都出現獲利回套，即使跌了一些，但相比疫情高峰時的股價低位，科技股普遍仍累積龐大升幅，短線風險不容忽視。反觀一直落後的舊經濟股，近日即使指數急挫，反而出現不錯的抗跌力。美國的航空股於納指大跌5%當日更逆巿錄得升幅。
本港的國泰(0293)走勢亦轉好，之前在5港元覓得支持，經歷年內高位逾5成的跌幅及供股後，或多或少反映了部份利淡因素，技術上國泰已彈上6港元並企穩更守於50天線之上。投資者如看好國泰，可留意CALL輪20348，行使價7.28港元，21年12月到期，有效槓桿約2.5倍。
另外，港府正逐步放寬社交距離的措施，之前落後的本地地產或收租股或有機會受惠，其中領展(0823)亦重上50天線之上企穩，之前5月及7月的低位更暫時呈一浪高於一浪的型態，投資者看好領展可留意CALL輪13115，行使價67.23港元，20年12月到期，有效槓桿約9.9倍。
筆者持有領展
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
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