《瑞银窝轮》科技股业绩部署 看好可留意网易、百度、京东、腾讯认购
港股股市周二表现造好,高开243点後得到传统蓝筹股、油股等带动升势一直向上,而科技股亦有一定升幅,恒指最终升近400点,收报28593点。
本周一众科技股陆续公布业绩,包括是日收市後放榜的网易(9999)、百度(9888);周三及周四放榜的京东(9618)、腾讯(0700),而有鉴於最近科技股(尤其是ATMX)股价大起大落,投资者应如何部署为绩前绩後作准备呢?
网易的股价相比其他科技股较为窄幅,过去三个月持续在155-180港元水平上落,而在业务发展方面,最新网易就与索尼音乐娱乐(Sony Music Entertainment)达成全新的版权合作,在中国音乐领域上打破腾讯音乐独家的位置,加上有传网易有机会会被纳入恒生指数公司成分股,为网易更添潜力。如投资者看好网易的业务发展,可留意网易认购23829,行使价204.08港元,21年10月到期,有效杠杆约6.5倍。
百度的股价自三月下旬上市以来股价大幅回落,上周末更创下试176港元,随着时间愈接近放榜日,投资者亦开始低位反弹,股价距离上周反弹近6%,重上187港元附近上落。如投资者看好百度股价可进一步反升,看好可留意认购26639,行使价219.08港元,21年9月到期,有效杠杆约6倍。
京东股价近日反覆向下,虽然如此,新股上市有机会成为股价的催化剂,而市场更憧憬京东有机会被纳入恒指成分股,加上股价反覆下跌多时,不少资金衬低搏後弹。如看好可留意京东认购20946,行使价355.2港元,21年9月到期,有效杠杆约8.1倍。
锺爱腾讯的投资者如留意最近腾讯表现,股价终於慢慢回升至600港元以上水平,如看好绩後腾讯股价可受刺激,看好可留意认购21126,行使价686.38港元,21年7月到期,有效杠杆约12倍。
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本产品并无抵押品。 如发行人无力偿债或违约,投资者可能无法收回部份或全部应收款项。笔者为UBS AG的代表(作为证监会持牌人),并未持有相关上市公司的任何财务权益。本资料由瑞银刊发,其并不构成买卖建议、邀请、要约或游说。结构性产品价格可急升或急跌,投资者可能会蒙受全盘损失。过往表现并不反映将来表现。牛熊证备强制赎回机制而可能被提早终止,届时 (i) N类牛熊证投资者将不获发任何金额;而(ii) R类牛熊证之剩余价值可能为零。投资前应了解有关风险,并谘询专业顾问及查阅有关上市档。UBS Securities Hong Kong Limited为结构性产品之流通量提供者,亦可能是唯一报价者或市场参与者。(C) UBS 2021。版权所有。~
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