《瑞銀窩輪》美團阿里屢試低位 搏反彈可留意美團認購22936、阿里認購20136
港股週二低開約300點後，走勢急跌近600點，跌破28000點水平，午後恆指稍有起色跌幅收窄，最終收報28013點，力守28000點。
美團（3690）近日可謂負面新聞多多，先是美團行政總裁王興較早前轉貼晚唐古詩，公眾解讀有抱怨及諷刺官方收緊監管的意思；另外週一美團及拼多多（美：PDD）亦被上海消委會約見，指出一些消費者權益保護方面的問題，如美團不履行送餐、生鮮蔬菜配送的約訂等，希望兩間公司能正視及改善，目標以維護消費者權益為本。就晚唐古詩所引發的風波，雖然王興事後已澄清，但似乎未能挽回美團的股價，最新收報249港元，跌5.2%，至今已連跌十天，更是遠遠拋離273.8港元的配售價，成為重災股之一。
就美團後市表現，如投資者認為美團股價已見底可望回升，撈底搏反彈可留意美團認購22936，行使價319.08港元，21年9月到期，有效槓桿約6.4倍。如投資者繼續看淡美團，可留意美團認沽19465，行使價237.8港元，21年7月到期，有效槓桿約5.7倍。
至於阿里（9988）股價自上週三開始一直向下，最新創新低僅力守於200港元之上，而適逢本週四阿里將公佈業績，外界多家券商預測阿里2021年財政年度經調整的淨利潤將介乎1587.41億至2093.92億元人民幣，按年增長中位數逾36.7%；至於較早前因壟斷行為被罰款的巨額則預測對整體業務影響不大。
如投資者憧憬阿里績後可以刺激股價，看好阿里可留意認購20136，行使價250.2港元，21年9月到期，有效槓桿約7.9倍。如投資者對阿里持悲觀態度，認為股價會一再受壓，看淡可留意阿里認沽23862，行使價204.68港元，21年7月到期，有效槓桿約7.3倍。
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卓素華
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瑞銀亞洲上市衍生產品銷售部主管
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