《瑞银窝轮》中移动、腾讯个别发展留意中移购21717、腾讯购20198
周三晚美股急挫800点，在周四早段时间拖累港股发展，但恒指低开後跌幅迅速收窄，下午更上试25500点水平。周四恒指的大反弹全靠中资电讯股所带动，中国移动(0941)股价上试67港元，上升超过6%，中国联通(0762)升超过11%，中国电信(0728)亦升 7%。板块主要得到联通管理层的言论刺激，指公司正谋求与其他电讯商合作，发展计划和投资总量有待确应，有指联通和中电信的合作可提高频谱效率，而与中移动的合作则会是漫游方面的业务。如投资者看好中移，可留意中国移动认购21717，行使价71.93港元，19年12月到期，有效杠杆约16.倍。如投资者看好中联，可留意中国联通认购19065，行使价9.18港元，20年3月到期，有效杠杆约7.3倍。如投资者看好中电信，可留意中国电信认购20068，行使价4.58港元，19年12月到期，有效杠杆9.5。
电讯板块造好，不过腾讯(0700)业绩後则急跌，曾下试325港元水平，即4%，股价已失守所有主要移动平均线。腾讯业绩收入按年增长21%，落後於市场一般预期，不过上季非通用会计准则纯利增长19%，贴近市场预期上限。不过市场未有收货，经过周四的急跌，腾讯现时的9天RSI相对强弱指数已跌穿30，为市场人士普遍认为超卖的水平。根据瑞银於星期四的即市资金流纪录，资金流入腾讯认购证，反映投资者或看好腾讯短线的走势。不过由於近日腾讯控股跌势非常急，之前较热门的认购证或已变得非常价外，如投资者看好腾讯，可留意腾讯控股认购20198，行使价350.2港元，19年11月到期，有效杠杆约9.6倍。相反，如投资者看淡腾讯，可留意腾讯控股认沽21100，行使价337.8港元，19年10月到期，有效杠杆约11.倍。
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瑞银亚洲股票衍生产品销售部
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