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《瑞銀窩輪》憧憬通關帶動經濟 看好參考銀娛認購25335
阿思達克 11-08 17:16
上週美國公佈10月非農業職位數據,職位創7月以來最大升幅,經濟數據佳帶動美股3大指數進一步破頂,並再創收市新高,可惜相關氣氛未能延續到週一亞洲時段,港股繼上週五25000點大關得而復失後,港股週一在24700-24800點左右爭持,一衆板塊個別發展。雖然新冠肺炎疫情仍在,但各地開始陸續重啓經濟活動,更逐步開放關口,加上輝瑞研發新冠口服藥測試數據理想,市場期望通關在望,市場隨即炒作相關受惠股,濠賭、航空股週一得到買盤支持,銀娛(0027)股價上升,最高見45港元,上升7.2%,同爲龍頭的金沙(1928)股價升幅更高,最高見18.76港元,上升9.5%。航空股表現同樣亮麗,國泰(0293)股價最高見7.6港元,上升6.1%;中國南方航空(1055)最高見5.2港元,上升16%。如投資者看好銀河,可留意銀河認購25335,行使價52.57港元,22年1月到期,有效槓桿約8.4倍。如投資者看好金沙,可留意金沙認購26989,行使價23港元,22年3月到期,有效槓桿約5.1倍。 不過亦有相對受壓的板塊,同樣有關新冠肺炎疫情,輝瑞研發新冠口服藥,測試結果顯示有效,並能夠大幅減低患者住院或死亡機率近九成,疫苗股重挫,當中藥明生物(2269)股價受挫,最低見92.05港元,下跌9.6%。不過由於短時間內急跌,藥明現時的9天RSI相對強弱指數已跌穿30,爲市場人士普遍認爲超賣的水平。如投資者看好藥明,可留意藥明認購22724,行使價140.88港元,22年2月到期,有效槓桿約7.0倍。 更多窩輪牛熊資訊:瑞銀證網站: http://www.ubs.com/hkwarrants 窩證教學及市焦點況短片: 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。筆者爲UBS AG的代表(作爲證監會持牌人),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爲零。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爲結構性產品之流通量提供者,亦可能是唯一報價者或市場參與者。(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。
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