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《瑞銀窩輪》澳門6月博彩收入按年增長19% 繼續看好濠賭股可留意金沙認購(16625)、銀河認購(15568)
澳門6月博彩收入達210.6億澳門元,按年增長19%。週三濠賭股整體上揚,其中金沙(01928)、銀娛(00027)週三分別6%及約5.7%。有券商認爲6月澳門舉辦的特別活動、以及近日有新酒店開業及營運等因素或成爲6月博彩收入增長的催化劑;另外,券商認爲下一個值得關注的是十一黃金週,市場可留意屆時博彩收入會否受帶動。如投資者希望部署濠賭股,看好可留意金沙認購(16625),行使價20.93元,25年10月到期,有效槓桿約7.3倍;及銀河認購(15568),行使價42.85元,25年10月到期,有效槓桿約7.3倍。如投資者看淡濠賭股,可留意銀河認沽(17858),行使價27.22元,26年1月到期,有效槓桿約5.3倍。 另外,快手(01024)的可靈AI具備加快貨幣化及有多個競爭優勢,快手上週股價開始上揚,直至本週一股價一度高見65水平。不過週三快手股價回吐約2.8%,收報接近61.6元水平。如投資者繼續看好快手,可留意快手認購(15945),行使價66.55元,25年9月到期,有效槓桿約6.4倍;及快手牛證(58179),收回價50元,行使價47.5元,25年11月到期,有效槓桿約4.2倍。如投資者認爲快手股價或面臨回調壓力,可留意快手認沽(14017),行使價53.33元,25年9月到期,有效槓桿約6.3倍;及快手熊證(54841),收回價70元,行使價72.5元,27年12月到期,有效槓桿約5.9倍。 更多窩輪牛熊資訊:瑞銀認股證牛熊證網站:http://www.ubs.com/hkwarrants 輪證教學及市況焦點短片: https://www.youtzbube.com/@ubswarrantshk8566 瑞銀認股證牛熊證團隊 資訊只適用於合資格的香港投資者。資訊由瑞銀集團提供,其僅作參考,並不構成買賣建議、邀請、要約或遊說。瑞銀爲結構性產品的發行商,瑞銀及其成員、其聯屬公司及董事及僱員可能持有本資料所述證券之權益(作爲主事人或其他)。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。筆者爲瑞銀代表及證券持牌人,並未持有相關上市公司的任何財務權益。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 2025。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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