《瑞銀窩輪》內地三招齊發刺激資本市場 港交所股價上揚 看好留意港交所認購(18258)
內地日前宣佈一系列活躍資本市場政策,其中包括A股交易印花稅減半和限制控股股東或實際控制人減持,消息刺激港交所(00388)股價,周一早段曾升近8%,隨後升幅收窄,如投資者看淡港交所表現,可留意認沽(18396),行使價240.91元,24年1月到期,有效槓桿約10.8倍。如投資者憧憬港府或會跟隨下調股票印花稅刺激交投,可留意港交所認購(18258),行使價326.2元,23年12月到期,有效槓桿約7.6倍。
小鵬汽車(09868)周一開市前對外公佈與滴滴達成戰略合作以研發新款電動汽車。集團預料新款車型將能打造成國內熱銷車款,為小鵬帶來高達10萬輛以上的銷量。小鵬周一股價曾急升接近16.5%,如投資者看好小鵬,可留意小鵬認購(18749),行使價110.88元,24年1月到期,有效槓桿約2.5倍。
另外,小米集團(01810) 將於周二公佈次季業績,有市場人士預料小米第二季的手機銷量雖遜預期,或跌16%,但由於小米優化了集團的成本控制和產品結構,第二季經調整淨利潤有望按年增長96%,高達41億元人民幣,較首季增約9億元人民幣。如投資者看好小米股價,可留意小米認購(16590),行使價13.82元,23年11月到期,有效槓桿約8倍;如看淡可留意小米認沽(18474),行使價9.99元,24年3月到期,有效槓桿約4.7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
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