《高盛認股證牛熊證》 騰訊觸底反彈 資金兩邊部署 留意貼價購21860，貼牛51442，近熊51441
正股表現：騰訊(0700)在上週五起連跌3日，累計跌逾18%後，昨日曾低見422元的一年新低，但收市前迅速收復失地，最終上升0.3%，今早繼續反彈。開市隨即重上480元，及後升幅收窄，現報478.6元，升約7%。
有調查機構發表報告，指騰訊旗下Riot Games的3款手遊，累計營收突破1億美元，當中次季公司旗下手遊收入達3,650萬美元，按年增長3.4倍。有券商預期騰訊次季收入大致符合預測，料第二財季線上遊戲收入將按年增長11%。該行維持騰訊「買入」評級，目標價698元。
資金流向：觀察個股輪證資金流向，可見好倉於近期獲資金積極趁低部署，過去4個交易日皆錄得資金流入，合共約4億元，為同期最多資金流入的相關資產。當中認購證佔約2.3億元。昨日流入牛證的資金則有約3,240萬元，並集中在415元以上收回價的產品。而昨日流入熊證的資金則集中在535至550元收回區域的產品。
觀察港股通資金流向，則見昨日北水繼續買入騰訊，錄得約26.8億元經港股通(滬)資金淨買入。
產品選擇：由於早前的急跌，使認購證變得價外，大部分牛證亦被收回，令昨日可供的選擇數量不多。然而發行商陸續發行較貼價認購證，牛熊證亦有新一批產品上市供投資者選擇。
投資者如看好，認購證方面的貼價選擇可留意屬行使價500至580元間、3個月期以上的低街貨產品中，槓桿最高的新上市騰訊購21860。價外選擇可留意屬中期的騰訊購20149，屬進取的選擇。牛證方面的貼牛選擇可留意新上市騰訊牛51442，與現價有約38.5元收回距離。遠牛選擇可留意騰訊牛51444，與現價有約98.5元收回距離。
騰訊購21860，行使價580元，2022年01月21日到期，實際槓桿7.01倍，新上市、貼價、行使價500至580元間、3個月期以上、低街貨產品中，槓桿最高
騰訊購20149，行使價620.5元，2022年01月04日到期，實際槓桿8.03倍，中期、價外、進取選擇
騰訊牛51442，收回價440元，行使價437.2元，換股比率500，槓桿比率11.62倍，新上市貼牛
騰訊牛51444，收回價380元，行使價377.2元，換股比率500，槓桿比率4.68倍，新上市遠牛
投資者如看淡，可留意屬近熊的騰訊熊51441，與現價有約41.5元收回距離。
騰訊熊51441，收回價520元，行使價523元，換股比率500，槓桿比率10.4倍，新上市近熊
註: 以上數據資料來自高盛認股證牛熊證網站https://www.gswarrants.com.hk/~
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