《瑞銀窩輪》舜宇光學上月手機出貨量按年下跌股價反升 資金流入淡倉可留意舜光熊證52088
港股周一低開近180點,其後在各類型板塊走勢向下的情況,拖累恆指跌幅擴大至超過400點,雖然其後恆指稍有起色但全日仍然下跌350點,收報24556點。
手機股舜宇光學(2382)剛公佈2022年1月的手機出貨量達1.8億,按月升8.7%,按年則下跌11%,公司表示主要因為去年同期的出貨量基數較高,而且認為整體手機需求稍為減弱。舜宇光學周一股價不但沒有受數據報告所影響,股價更上升2.6%,收報192.8港元。至於輪場方面,較多資金從好倉流走,相關的淡倉則得到資金支持,反映市場或認為舜宇光學升勢未能持續,如投資者希望以牛熊證作部署,可留意舜光熊證52088,收回價215港元,行使價219港元,22年11月到期,有效槓桿約7.1倍。
周一科技股整體下跌,其中美團(3690)下跌3.6%,收報219.6港元;阿里(9988)下跌3%,收報118.7港元。根據瑞銀即市部署,可見投資者即積極買入科技股相關認購證以博股價反彈,如投資者看好美團,可留意美團認購20530,行使價295.2港元,22年6月到期,有效槓桿約6.2倍。如投資者看好阿里,可留意阿里認購17474,行使價128.98港元,22年6月到期,有效槓桿約4.9倍。
更多窩輪牛熊資訊:瑞銀認股證牛熊證網站: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
謝宛彤
瑞銀亞洲股票衍生產品銷售部
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 2022。版權所有。~
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