《瑞银窝轮》憧憬阿里京东造好 看好阿里购16783、京东购17413
本星期港股走势反覆，首三日高低波幅已超过800点，上周表现优秀的ATMX股表现各异，阿里(9988)累跌7%，腾讯(0700)几乎没有升跌，美团(3690)以及小米(1810)则分别回调3%左右，似乎阿里再次相对落後。事实上周二大市向下时，单日就见有大量资金流入腾讯认购证，约有5658万港元资金净流入，另外亦有3330万港元资金净流入阿里巴巴认购证，反映资金看好两股。如投资者看好腾讯，可留意腾讯控股认购16083，行使价680港元，21年1月到期，有效杠杆约6.8倍。如投资者看好阿里，可留意阿里巴巴认购16783，行使价265.08港元，20年10月到期，有效杠杆约7.6倍。而新经济股中，周四亦有京东(9618)认沽证登场。如投资者看好京东，可留意京东集团认购17413，行使价281.08港元，20年12月到期。如投资者看淡京东，可留意京东集团认沽17412，行使价215.88港元，21年1月到期。
另外，当日的焦点还有中芯(0981)，今年累积升幅已是两倍有多，周三仍见有大量资金流入中芯的牛证搏股价再展升浪。不过由於中芯累积大量升幅，万一回调牛证的收回风险亦高，所以看好的投资者可参考认购证选择，如中芯国际认购17005，行使价50.8港元，21年6月到期，此证周四新上市，为市场上最价外以及短身的50兑１之选，证价会比10兑1的认购证相宜。不过由於中芯A股快将上市，如担心上亦後中芯会出现获利盘而股价受压，可留意中芯熊证58555，收回价50港元，21年7月到期，有效杠杆约3.0倍。
更多窝轮牛熊资讯：瑞银证网站: www.ubs.com/hkwarrants
窝证教学及市况焦点短片:
https://www.youtube.com/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber
卓素华
董事
瑞银亚洲股票衍生产品销售部
本产品并无抵押品。 如发行人无力偿债或违约,投资者可能无法收回部份或全部应收款项。笔者为UBS AG的代表(作为证监会持牌人)，并未持有相关上市公司的任何财务权益。本资料由瑞银刊发，其并不构成买卖建议、邀请、要约或游说。结构性产品价格可急升或急跌，投资者可能会蒙受全盘损失。过往表现并不反映将来表现。牛熊证备强制赎回机制而可能被提早终止，届时 (i) N类牛熊证投资者将不获发任何金额;而(ii) R类牛熊证之剩余价值可能为零。投资前应了解有关风险，并谘询专业顾问及查阅有关上市文件。UBS Securities Hong Kong Limited为结构性产品之流通量提供者，亦可能是唯一报价者或市场参与者。(C) UBS 2020。版权所有。~
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