《高盛认股证牛熊证》 科网股继续回落捞低宜选贴价、低街货购 可留意贴价腾讯购26701、阿里购23981
正股表现：科网股昨日显着回落，今早情况继续。当中昨日跌约4.4%的腾讯(0700)，今早低开约5.7%，见561元後跌幅收窄。现报571元，跌约4%。腾讯将於明日公布业绩，市场预期第三季纯利介乎259亿至337亿元人民币，按年升27.5%至65.8%。
此外，昨日跌约5.1%的阿里(9988)，今早低见254.8元，跌穿两个月低位。现报256.4元，跌约6.9%。阿里公布举办的「双11」网购活动，本月1号至今日凌晨0点30分止，实时成交额突破3,723亿元人民币。
资金流向：观察个股轮证资金流向，可见昨日有大量资金趁科网股回吐之下，趁低吸纳其认购证。当中腾讯及阿里认购证分别录得约1.26亿及1.08亿元资金流入，为昨日最多及第二多资金流入的认股证相关资产。进而观察今早即市资金流向，亦见资金继续趁低吸纳其好仓。
产品选择：由於股价回落，使不少资金趁低吸纳科网股认购证。如投资者亦计划趁低吸纳，则建议选择贴价及低街货的产品，从而减低引伸波幅及产品的供求风险。
投资者如看好腾讯，可留意年期约2个月，属贴价的腾讯购26701。及年期约3个月，同属贴价的低街货腾讯购11928。
腾讯购26701，行使价679.38元，2021年01月22日到期，实际杠杆10.7倍，贴价、高杠杆
腾讯购11928，行使价650.5元，2021年01月26日到期，实际杠杆9.7倍，贴价、低街货
投资者如看好阿里，可留意年期约3个月的贴价阿里购23981。并可留意年期约3个月的低街货阿里购28197。
阿里购23981，行使价289.08元，2021年01月26日到期，实际杠杆8.7倍，贴价
阿里购28197，行使价296.08元，2021年02月19日到期，实际杠杆7.4倍，低街货
注: 以上数据资料来自高盛认股证牛熊证网站https://www.gswarrants.com.hk/~
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