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《瑞銀窩輪》芯片股繼續受惠國產化趨勢 看好可留意中芯牛證(58014)、華虹牛證(67688)
有大行報告指芯片股繼續受惠國產化趨勢,亦指電動車市場正加速發展,對於汽車專用芯片需求大增,上調對於芯片股中芯(00981)的目標價。另外近日中芯持續獲北水淨資金流入。周四中芯繼續承接升勢,至於另一芯片股華虹半導體(01347)股價則回吐超過1%。如投資者看好芯片股,可留意中芯牛證(58014),收回價43.1元,行使價42.5元,26年3月到期,有效槓桿約7.1倍;及華虹牛證(67688),收回價31元,行使價29.2元,26年7月到期,有效槓桿約4.6倍。如投資者看淡芯片股,可留意中芯熊證(58475),收回價54.5元,行使價55.1元,26年9月到期,有效槓桿約7.1倍;及華虹熊證(53514),收回價40元,行使價41.8元,28年5月到期,有效槓桿約5.9倍。 另外,周四科技股包括快手(01024)、百度(09888)、騰訊(00700)等有較顯著升幅,帶動科指周四表現。直至周四,科指續升超過2%,突破5700點,至今連升五個交易日。如投資者希望兩手部署科指,看好可留意恆科牛證(56723),收回價5200點,行使價5120點,25年12月到期,有效槓桿約8.6倍;相反看淡可留意恆科熊證(59414),收回價6188點,行使價6268點,27年12月到期,有效槓桿約11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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