《瑞銀窩輪》科技股、地產股帶動大市反彈 看好可留意新地認購(26340)、美團認購(21907)
港股經歷過周三收報23966點創近一年以來新低後,周四高開超過350點,受到各類型藍籌股帶動,尤其是科技股、地產股,恆指開市後一直向上攀升,半日市已升近600點,午後恆指升幅繼續擴大,最終全日升735點,收報24701點。
上月下旬時中央因政策方針上會見各香港地產商,加上恆大危機,地產股全面向下,市場一度恐爆發地產股災,行政長官最新公佈施政報告,希望對北區作長線房屋計劃,提供更多住宅單位,政府亦希望可以興建白石角地鐵站,於白石角有新發展地皮的地產商新地(00016)、恆地(00012)預料可以受惠,因此周四新地、恆地股價分別有升幅,新地上升2.4%,收報102港元;恆地的股價升幅更為顯著,全日漲升7%,收報32.7港元。如投資者看好地產股,看好新地可留意新地認購(26340),行使價120.1港元,22年12月到期,有效槓桿約5.2倍。
另外,隨著國際油價持續上升,近日三桶油表現向好,中石油(00857)周三時升穿4港元,收報4.1港元,突破4港元,亦創下近一年以來新高;至於中海油(00883)周三時收報9.2港元,股價亦高企。雖然如此,油股周四表現則有回落,中石油下跌2.4%,收報4港元;中海油挫3.5%,收報8.9港元,這或與股價高位回調有關。投資者可以留意油股後市表現作部署。如看好中石油,可留意中油認購(15487),行使價4.52港元,22年1月到期,有效槓桿約6.9倍。如投資者看好中海油,可留意海油認購(22187),行使價10.22港元,22年3月到期,有效槓桿約5.4倍。
科技股方面,ATMX全數有顯著反彈,其中美團(03690)升9.7%,收報250.8港元,阿里(09988)升7.3%,收報147.3港元,亦成為恆指升幅最多的成分股。鍾愛科技股的投資者如看好美團,可留意美團認購(21907),行使價275.2港元,22年1月到期,有效槓桿約5.1倍。如投資者看好阿里,可留意阿里認購(26983),行使價160.1港元,22年3月到期,有效槓桿約4.6倍。
更多窩輪牛熊資訊:瑞銀證網站: http://www.ubs.com/hkwarrants
窩證教學及巿焦點況短片:
https://www.youtube.com/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber
卓素華
董事
瑞銀亞洲上市衍生產品銷售部主管
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UBS AG的代表(作為證監會持牌人),並未持有相關上市公司的任何財務權益。本資料由瑞銀刊發,其並不構成買賣建議、邀請、要約或遊說。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 2021。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。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.