《瑞银窝轮》小米、美团业绩部署 可留意小米认购18551、美团认沽26700
港股周四低开167点後，走势一直反覆，午後整体保持在29000点以上水平，最终跌53点，收报29113点。
小米（1810）本周三公布业绩胜预期，以非国际财务报告准则计算，首季经调整净利润为60.7亿元人民币，按年增长达1.64倍，尤其在智能手机业务方面迅速增长，令小米在首季度全球智能手机出货量中仅次於三星及苹果排名第三，成绩理想。再者，小米近期被移出美国黑名单及即将被纳入全球股票指数系列以及相关市值加权指数，多方面的利好消息令小米获多家大行、券商调高目标价至35港元水平，而小米周四的股价，亦再次被推高至收市价29.1港元，升3.2%，反映市场看好小米的前景。如投资者希望作小米绩後的短线部署，看好小米可留意认购18551，行使价30.93港元，21年9月到期，有效杠杆约6.4倍。
至於美团亦将於本周五公布业绩，绩前美团力挽狂澜，惟本周股价连升两天後周四再次遇上阻力，跌2.8%，收报271.8港元。根据大行的推断，虽然仍给予「看好」评级，但预料美团首季亏损会进一步扩大。如投资者看淡美团绩後股价会进一步受压，可留意美团认沽26700，行使价244.8港元，21年10月到期，有效杠杆约4.5倍。如投资者看好美团，可留意美团认购22936，行使价319.08港元，21年9月到期，有效杠杆约6倍。
综合重头科技股的业绩，ATMXJ中，暂时只有小米、京东（9618）业绩胜预期，腾讯（0700）、阿里（9988）则逊於预期，投资者可以密切留意美团的绩後表现。
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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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