《瑞銀窩輪》受惠國策汽車股走強 看好可留意吉利牛證55355、比亞迪牛證50098
港股周四汽車股走強,恆指受到帶動,從上日險守21000點收市,反覆向上升,全日上升265點,收報21273點。
最新有指中央將釋放汽車消費潛力,希望增加汽車及相關的消費至兩千億元人民幣。受惠於國策,一眾汽車股股價造好,其中吉利(0175)周四急升7.4%成為焦點,亦是全日表現最好的恆指成分股。吉利收報16.84港元,現時處於其150天線水平,上望200天線水平的18.87港元水平。另一汽車股巨頭比亞迪(01211)股價亦升4.5%,收報310港元。資金流方面,雖然吉利、比亞迪股價已有明顯的反彈,股價亦屬近日較高水平,投資者仍然積極部署汽車股的相關好倉,反映投資者對於汽車股板塊的後市表現有信心。如投資者看好吉利,可留意吉利牛證55355,收回價14.6港元,行使價14.1港元,23年5月到期,有效槓桿約5.3倍。如投資者看好比迪,可留意比迪牛證50098,收回價282.4港元,行使價278.4港元,23年2月到期,有效槓桿約8.9倍。相反,如投資者認為汽車股升勢會進一步喘定甚至稍有回落,看淡吉利可留意吉利熊證57682,收回價20港元,行使價20.5港元,22年10月到期,有效槓桿約4.5倍。如投資者看淡比迪,可留意比迪熊證51278,收回價340港元,行使價344港元,23年6月到期,有效槓桿約9.2倍。
另外,新能源汽車同樣有顯著升幅,理想汽車(2015)周四急彈9.4%,收報154.2港元,創上市以來新高;小鵬汽車(9868)則上升9.7%,收報127港元。的確,隨著新能源汽車股價走強,近日亦有不少投資者咨詢相關輪證部署,如投資者看好理想汽車希望作部署,可留意理想認購28815,行使價150.09港元,22年9月到期,有效槓桿約3.4倍。如投資者看好小鵬汽車,可留意小鵬認購29121,行使價168.78港元,22年9月到期,有效槓桿約4倍。
阿里(9988)方面,繼較早前螞蟻集團擬重新來港上市的消息持續發酵,最新有指兩家公司正尋求解除雙方之間的業務往來,雖然未知相關消息對於阿里是利好抑或是利淡因素,而阿里與螞蟻集團之間的消息不斷湧現,市場上或多或少需要時間消化。股價方面,阿里周四股價漲升6.4%,收報108港元,升幅顯著。根據瑞銀周四資金流,阿里的相關認股證產品好淡爭持,都得到資金支持。如投資者看好阿里,可留意阿里認購13917,行使價120.1港元,22年9月到期,有效槓桿約4.9倍。如投資者看淡阿里,可留意阿里認沽16202,行使價73.83港元,22年10月到期,有效槓桿約4.1倍。
更多窩輪牛熊資訊:瑞銀認股證牛熊證網站: http://www.ubs.com/hkwarrants
輪證教學及巿況焦點短片:
https://www.youtube.com/channel/UCKw86qy4eBAInmd52MND45Q?view_as=subscriber
謝宛彤
副董事
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 2022。版權所有。~
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