《瑞銀窩輪》網易未受「限玩令」消息影響股價開陽燭 看好留意網易牛證(66921)
內地擬再加強對青少年及兒童上網時間的限制,16歲至18歲青少年一日上網時間不能超過2小時。早至2021年,內地有報章點名騰訊(00700)的旗下遊戲令青少年及兒童沉迷,當時曾令騰訊股價急挫。網絡遊戲「限時令」消息傳出後,上週五騰訊早市曾率先在ATM中轉跌,後來收市靠穩回升,一舉跌穿100天線及10天線。如投資者看淡騰訊,可留意騰訊認沽(15594),行使價298.8港元,23年11月到期,有效槓桿約8.6倍。如投資者看淡騰訊,可留意騰訊熊證(59642),收回價387港元,24年3月到期,有效槓桿約8.4倍。輪場資金卻是一面倒流入好倉,如投資者看好騰訊,可留意騰訊認購(16822),行使價427.55港元,23年11月到期,有效槓桿約10.1倍。如投資者看好騰訊,可留意騰訊牛證(68977),收回價321港元,23年12月到期,有效槓桿約12.3倍。
另一以遊戲主打業務公司網易(09999)卻未受「限玩令」消息影響股價,上週五開陽燭,已升穿10天線。輪場資金亦是一面倒流入好倉,如投資者看好網易,可留意網易認購(18699),行使價213.88港元,24年1月到期,有效槓桿約5.2倍。如投資者看好網易,可留意網易牛證(66921),收回價142港元,24年4月到期,有效槓桿約4.9倍。
美股科企業績不俗,令科指近日走勢出人意表,上週五並跑贏恆指,升逾2%。如投資者看好恆科,可留意恆科認購(17606),行使價4220點,24年1月到期,有效槓桿約4.6倍。如投資者看好恆科,可留意恆科牛證(50725),收回價4200點,24年2月到期,有效槓桿約9.4倍。
更多窩輪牛熊資訊:瑞銀認股證牛熊證網站: http://www.ubs.com/hkwarrants
輪證教學及巿況焦點短片:
https://www.youtube.com/@ubswarrantshk8566
瑞銀認股證牛熊證團隊
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 2023。版權所有。~
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