《瑞银窝轮》腾讯反弹330港元遇阻留意PUT轮21630
本周为中国落实向美国徵收反制关税的前夕，截至周五(5月31)收市执笔时，双方仍未有新进展，恒指失守27000点关口。反观同期腾讯的表现早前跌势已急，周初更曾失守320港元 水平，其後虽然很快失而复得，但反弹後高见331.6港元後便遇压，即市亦未能企稳330港元，这个位置亦是200天线附近，投资者可参考会不会是技术阻力。
虽然腾讯(0700)已累积不少跌幅，但後市仍有隐忧，除大市气氛不稳外，还要另外两个因素。其大股东南非NASPERS分拆旗下科技股上市，被市场解读为变相减持腾讯；另一个隐忧是同业阿里巴巴被主要股东ALTABA基金因要清盘而沽售，令阿里股价在美国承压拖低估值。投资者如看淡腾讯短线表现，并趁反弹造淡的话，可留意PUT轮21630，行使价280.88港元，19年9月到期，有效杠杆约8.6倍。
腾讯业绩中的广告业务等令市场失望，股价业绩後受沽压，跌近2成之多，早在腾讯开始跌势时，已有资金流入腾讯购，由5 月14日至周三(30日)，已连续12日有资金流入腾讯购证，累计共3.7亿港元。之前较热门的认购证有机会已变得太价外或太多街货，如投资者看好腾讯，可留意腾讯控股认购19131，行使价355.2港元，19年8月到期，有效杠杆约11倍。
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