《匯豐輪證》內地出口增速加快 看好留意南中購21717/中証購26058
內地海關總署數據顯示,8月出口按年升25.6%,按月增速顯著加快,進口按年亦升33.1%,進出口兩者都好過市場預期。內地股市亦向好,統計過去一個月,上證指數升幅超過5%,今早直衝3,700點水平。跟隨A股走勢ETF同步造好,南中A50(2822)連升多個交易日,升破10天及20天線,暫於18元之下徘徊。投資者欲部署後續長期升勢,看好不妨留意年期長之選,南中認購證21717,行使價 19.18 元,2022年1月到期,實際槓桿 10倍。
受惠北京交易所概念,券商股表現強勢,中信證券(6030)自7月底部反彈25%重回6月高位,暫於20元水平爭持。若認為內地資本市場開放加上A股表現有助股價走勢,部署好倉可留意新上市的中証認購證26058,行使價 23.03 元,2022年2月到期,實際槓桿 5.2 倍。
陳恩因
匯豐環球資本市場機構客戶及財富管理聯席總監
更新日期及時間: 2021年9月8日 上午10:30
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結構性產品屬複雜產品,投資者務須就此審慎行事,除非投資者完全了解及願意承擔所涉風險,否則切勿投資此產品。結構性產品價格可急升可急跌,投資者或會損失所有或大部分投資。過往表現並不反映將來表現。投資前應了解結構性產品之性質及風險,並詳閱有關上市文件,獨立決定是否適合自己,若需要應諮詢專業建議。本行及其委任之流通量提供者可能是結構性產品的唯一市場參與者,而結構性產品的二級市場可能有限。謹請注意,牛熊證設有強制收回機制,因此有可能提早終止,在此情況下(i)N類牛熊證投資者會損失於牛熊證的全部投資;而(ii)R類牛熊證之剩餘價值則可能為零。
買賣與美國指數掛鉤的結構性產品可能帶有額外風險,包括:(a)與交易日和交易時間差異有關的風險;(b) 有關指數的公開資料較少,或未有提供中文版本;(c) 與指數有關的政治和經濟風險(例如美國);(d) 匯率風險; (e) 可能延遲結算及(f) 在成份股並無交易時公佈指數水平。
作者為金管局及證監會持牌人士,並無就結構性產品或相關資產持有任何直接或間接權益。~
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