《瑞银窝轮》网易京东业绩亮丽 腾讯绩後两手准备购21126、沽28367
上周阿里(9988)逊市场预期，拖累一众科技股急跌，当市场正在为科技股业绩公布步步为营之际，市场迎来两个胜预期的成绩表，首先是京东(9618) 公布首季度业绩，收入按年增长39%；非公认会计准则纯利则按年升33%，好过市场预期。股价周四港股复市当日随即重上280港元之上，升超过4%。而另一科技股网易(9999)亦交出亮丽业绩，净收入达205.2亿元人民币，按年增加超周两成，创历史新高。周四当日，网易股价急升，最高挑战180港元水平，升超过8%。如投资者看好京东，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8.3倍。如投资者看好网易，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6.2倍。
事实上，网易为中国第二大网络游戏开发商，而业务跟腾讯(0700)一样，线上游戏占业务比重高，业绩有良好表现，自然令市场对即将公布业绩的腾讯有所期待。腾讯会於5月20日放榜，虽然截稿之时业绩尚未公布，不过市场一般预期腾讯首季业绩稳固，上季收入估计介乎1287亿至1390亿元人民币，按年增长24%左右。事实上，在疫情「宅经济」情况下，腾讯手游收入去年曾经连续3个季度录得6成以上高增长，不过由於基数高，市场预期相关增长会有所放缓，而进一步为今次业绩带来不明朗因素。如投资者看好腾讯，可留意腾讯认购28152，行使价679.38港元，21年12月到期，有效杠杆约6.1倍。相反，如投资者看淡腾讯，可留意腾讯认沽22439，行使价515.38港元，21年9月到期，有效杠杆约8.3倍。
更多窝轮牛熊资讯：瑞银证网站： http://www.ubs.com/hkwarrants
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卓素华
董事
瑞银亚洲上市衍生产品销售部主管
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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