《高盛認股證牛熊證》 科網股繼續回落撈低宜選貼價、低街貨購 可留意貼價騰訊購26701、阿里購23981
正股表現：科網股昨日顯著回落，今早情況繼續。當中昨日跌約4.4%的騰訊(0700)，今早低開約5.7%，見561元後跌幅收窄。現報571元，跌約4%。騰訊將於明日公布業績，市場預期第三季純利介乎259億至337億元人民幣，按年升27.5%至65.8%。
此外，昨日跌約5.1%的阿里(9988)，今早低見254.8元，跌穿兩個月低位。現報256.4元，跌約6.9%。阿里公布舉辦的「雙11」網購活動，本月1號至今日凌晨0點30分止，實時成交額突破3,723億元人民幣。
資金流向：觀察個股輪證資金流向，可見昨日有大量資金趁科網股回吐之下，趁低吸納其認購證。當中騰訊及阿里認購證分別錄得約1.26億及1.08億元資金流入，為昨日最多及第二多資金流入的認股證相關資產。進而觀察今早即市資金流向，亦見資金繼續趁低吸納其好倉。
產品選擇：由於股價回落，使不少資金趁低吸納科網股認購證。如投資者亦計劃趁低吸納，則建議選擇貼價及低街貨的產品，從而減低引伸波幅及產品的供求風險。
投資者如看好騰訊，可留意年期約2個月，屬貼價的騰訊購26701。及年期約3個月，同屬貼價的低街貨騰訊購11928。
騰訊購26701，行使價679.38元，2021年01月22日到期，實際槓桿10.7倍，貼價、高槓桿
騰訊購11928，行使價650.5元，2021年01月26日到期，實際槓桿9.7倍，貼價、低街貨
投資者如看好阿里，可留意年期約3個月的貼價阿里購23981。並可留意年期約3個月的低街貨阿里購28197。
阿里購23981，行使價289.08元，2021年01月26日到期，實際槓桿8.7倍，貼價
阿里購28197，行使價296.08元，2021年02月19日到期，實際槓桿7.4倍，低街貨
註: 以上數據資料來自高盛認股證牛熊證網站https://www.gswarrants.com.hk/~
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