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《瑞銀窩輪》外賣平台再推出補貼美團股價繼續走弱 看淡可留意美團熊證(63617)
外賣平台美團(03690)以及阿里(09988)旗下「餓了麼」於7月5日起再推出補貼,優惠甚至低至等同零元購。兩個平台截至7月5日訂單急增,美團的平台更因為大批用戶湧入平台而導致部分地區短暫服務受阻。美團、阿里近日表現走弱,股價回落不少,如認為補貼消息或進一步影響平台盈利表現,看淡可留意美團熊證(63617),收回價145元,行使價147.5元,28年4月到期,有效槓桿約4.7倍;及阿里認沽(16315),行使價93.55元,25年10月到期,有效槓桿約7.4倍。如投資者希望趁低吸納博股價有所回升,看好可留意美團牛證(63372),收回價103元,行使價100.5元,26年3月到期,有效槓桿約6倍;及阿里認購(17644),行使價142.09元,25年12月到期,有效槓桿約7倍。 近日攜程(09961)集團主席提到中國入境遊業務已經恢復至疫情前70至80%水平,有望今年可以完全超越疫情前水平,認為中國入境遊發展空間大。周一攜程股價升超過2%現陽燭,股價亦升穿20天線水平。如投資者看好攜程後市表現,可留意攜程牛證(55400),收回價435元,行使價429元,25年12月到期,有效槓桿約8.9倍。如投資者看淡攜程,可留意攜程熊證(67953),收回價525元,行使價531元,26年9月到期,有效槓桿約8.8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.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、要約或游說。瑞銀為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(作為主事人或其他)。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。筆者為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 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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