《瑞銀窩輪》騰訊減持旗下附屬公司科技股先挫後反彈 兩手準備騰訊認購18098、騰訊認沽28877
港股週四上午時段窄幅上落,微低開後曾向上升再倒跌,半日市下跌82點,下午市大部分時間橫行發展,尾市時恆指拉昇,全日上升165點,收報23072點,重回23000點關口。
週四恆指及科技股整體表現相對週三穩定。週三時,騰訊(0700)減持旗下附屬公司新加坡冬海集團(SEA Ltd)涉及約1450萬股達30.1億美元,另外有指中央就反壟斷事件再向相關科技企業發出罰款通知,其中騰訊涉及9張罰單被罰款450萬元人民幣,兩則消息令騰訊週三股價挫超過4%,最終收報430港元。至於週四時,騰訊早段時候曾失守430港元,愈見迫近八月下旬時收於421.2港元水平,午後股價有所回彈,全日倒升1.5%,收報437港元。如投資者看好騰訊,可留意騰訊認購18098,行使價500.5港元,22年3月到期,有效槓桿約10倍。如投資者看淡騰訊,可留意騰訊認沽28877,行使價399.8港元,22年3月到期,有效槓桿約8.4倍。
至於阿裏(9988)亦榜上有名,涉及兩張罰單達100萬元人民幣,阿裏雖然被點名罰款,但其週三股價只下跌2%,收報114.5港元,似乎未因罰款消息而受到太大的影響;週四時阿裏更一口氣升5.7%,收報121港元,爲近日升幅較顯着的一日。如投資者希望阿裏股價可以乘勢而上,看好阿裏可留意阿裏認購17785,行使價148.98港元,22年5月到期,有效槓桿約5.7倍。
另一焦點股美團(3690)週三股價挫約11%,直穿200港元水平,收報195.1港元,亦愈見迫近其八月下旬時水平。騰訊減持旗下附屬公司的消息反而令美團受挫,有傳市場恐騰訊繼續減持其持股公司,而作爲騰訊持股的美團,市場認爲美團首當其衝或受影響。美團週四時稍有起色,升3.6%,收報202.2港元。如投資者希望搏美團股價反彈,如投資者看好美團,可留意美團認購19379,行使價239.08港元,22年4月到期,有效槓桿約5.7倍。
更多窩輪牛熊資訊:瑞銀認股證牛熊證網站:http://www.ubs.com/hkwarrants
窩證教學及市焦點況短片:
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
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