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《瑞銀窩輪》新能源汽車板塊明年或續成焦點 兩手準備比迪認購17627、小鵬17088
周五平安夜港股承接上日美股高開接近200點,惟開市後升幅開始收窄,最終全日至微升30點,收報23223點。 臨近年尾,大市交投相對淡靜下來,但市場仍有不少焦點。聖誕假期前騰訊(0700)就宣佈以京東(09618)股份作為股息派發予投資者,亦令兩股在平安夜前夕走勢波動。騰訊周四時升4.2%,截至周五平安夜騰訊股價微跌0.4%,收報460.2港元,守在460港元。至於京東,周四受消息所拖累導致股價挫7%,周五平安夜京東微回升0.6%,收報261.2港元。根據瑞銀周五記錄,騰訊只有少量資金部署其相關認沽證,如投資者看淡騰訊,可留意騰訊認沽28668,行使價379.8港元,22年3月到期,有效槓桿約8.4倍。 至於京東,可見其相關認購或認沽證的資金流出,始終分派中期股息的消息來得突然,市場或未能即時消化新的消息,加上年尾聖誕假期投資欲減退的緣故,投資者或希望留意京東後市表現再作部署。如投資者希望作短線部署搏京東股價回彈,看好京東可留意京東認購19387,行使價319.08港元,22年4月到期,有效槓桿約6.6倍。如投資者看淡京東,可留意京東認沽27998,行使價254.8港元,22年2月到期,有效槓桿約5.2倍。 另外,不少投資者亦開始關注明年的投資焦點,其中一板塊就是今年已熱炒的新能源汽車板塊。受惠內地政策支持,新能源汽車板塊在2021年成為港股寵兒,銷量維持高增長,加上美國上市的特斯拉雖然年尾有所回落,但今年整體維持強勢,聖誕節假期前3日更連續以陽燭重上數個關鍵位置,市場對新能源汽車板塊仍有憧憬,期望相關勢頭會延續至明年。新能源汽車中的龍頭比亞迪(1211)今年亦非常出色,由5月的150港元之下反覆上升至320港元之上,雖然年尾隨港股有所回落,但仍守在250天牛熊分界線之上,投資者可留意股價明年能否重展上升勢頭。如投資者看好車股,可留意比迪認購17627,行使價350.2港元,22年3月到期,有效槓桿約7.5倍。 另一受惠於能源車國策的有小鵬汽車(9868),公司的銷售數據一直高增長,而且公司智能駕駛軟件包銷售收入亦憧憬有上升空間,唯之前公司因為中概股美國上市受壓,股價由毅位220港元左右反覆回落至160港元之下,近日在低位見買盤支持,重上180港元附近徘徊。如投資者看好小鵬汽車未來的潛力,可留意小鵬認購17088,行使價228.88港元,22年3月到期,有效槓桿約5.2倍。 更多窩輪牛熊資訊:瑞銀認股證牛熊證網站: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 謝宛彤 瑞銀亞洲股票衍生產品銷售部 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。
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