《瑞銀窩輪》科技股帶動港股向上資金反追Put 看淡可留意騰訊認沽22123、美團認沽28071
港股周二微高開後,科技股續升帶動恆指走勢向上,恆指全日波幅約升200多點,最終升幅收窄至190點,收報26353點。
科技股ATMX中騰訊(0700)、美團(3690)有較顯著的升幅,騰訊升2%,收報515港元,上望100天線552港元水平。有指騰訊自8月中旬開始已作出回購行動,周一再度回購20萬股,合共累積達10億港元的回購;加上騰訊持續獲北水的青睞(根據港交所數據,周一騰訊有9.4億元淨資金流入),股價或因而受帶動。另外,騰訊旗下的《英雄聯盟》手遊將於9月15日面世,由於暫時未有更進一步的遊戲監管措施,市場預料新手遊或可以重燃市場對遊戲產業的信心。雖然騰訊股價急升,根據瑞銀周二記錄,反而較多投資者買入騰訊認沽證,反映市場看淡騰訊後市表現。如投資者看淡騰訊,可留意騰訊認沽22123,行使價375.88港元,22年1月到期,有效槓桿約6.4倍。如投資者看好騰訊股價可以乘勢而上,可留意騰訊認購20127,行使價660.5港元,21年12月到期,有效槓桿約9.5倍。
至於美團,周二股價曾升至260港元以上水平,其後升幅收窄,全日升4%,收報257港元。同樣地,根據瑞銀周二記錄,較多投資者買入美團認沽證。如投資者看淡美團,可留意美團認沽28071,行使價198.88港元,21年12月到期,有效槓桿約4.3倍。如投資者看好美團,可留意美團認購12367,行使價311.31港元,21年11月到期,有效槓桿約8倍。
快手科技(1024)自上周四正式獲納入港股通後,表現造好,已連續有三天的升勢,周二上升超過9%,收報近102港元,重回100港元水平。如投資者希望趁快手表現回勇而入市搏升,看好快手可留意快手認購21899,行使價138.98港元,22年1月到期,有效槓桿約3.8倍。如投資者看淡快手,可留意快手認沽23894,行使價73.88港元,22年2月到期,有效槓桿約2.5倍。
更多窩輪牛熊資訊:瑞銀證網站: http://www.ubs.com/hkwarrants
窩證教學及巿焦點況短片:
https://www.youtube.com/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber
卓素華
董事
瑞銀亞洲上市衍生產品銷售部主管
本產品並無抵押品。 如發行人無力償債或違約,投資者可能無法收回部份或全部應收款項。筆者為UBS AG的代表(作為證監會持牌人),並未持有相關上市公司的任何財務權益。本資料由瑞銀刊發,其並不構成買賣建議、邀請、要約或遊說。結構性產品價格可急升或急跌,投資者可能會蒙受全盤損失。過往表現並不反映將來表現。牛熊證備強制贖回機制而可能被提早終止,屆時 (i) N類牛熊證投資者將不獲發任何金額;而(ii) R類牛熊證之剩餘價值可能為零。投資前應瞭解有關風險,並諮詢專業顧問及查閱有關上市檔。UBS Securities Hong Kong Limited為結構性產品之流通量提供者,亦可能是唯一報價者或巿場參與者。(C) UBS 2021。版權所有。~
重要聲明:
以上資訊由第三方提供,AASTOCKS.com Limited對於任何包含於、經由、連結、下載或從任何與本網站有關服務所獲得之資訊、內容或廣告,不聲明或保證其內容之正確性或可靠性。對於您透過本網站上之廣告、資訊或要約而展示、購買或取得之任何產品、資訊資料,本公司亦不負品質保證之責任。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.