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《瑞銀窩輪》騰訊擬減持投資組合美團股價跌 兩手部署美團認購17331、美團認沽20305
港股周四低開約200點,其後有傳騰訊(0700)擬減持其投資組合,令人聯想到美團(3690)或大機會成為騰訊的減持目標,消息傳開後,美團股價一度挫逾6%,亦拖累大市跌幅擴大,最終全日下跌357點,收報19597點。 騰訊對於減持消息澄清指並沒有為減持計劃設定任何金額或需要於任何既定時間內達到,根據周四表現,騰訊下跌0.8%,收報324.6港元;而美團最終下跌5.9%,收報178.7港元,僅守於100天線水平。貴為騰訊減持的「重點目標對象」,輪場方面較多投資者部署買入美團的相關好倉產品博其股價反彈,反映減持消息並沒有影響投資者對美團的看法,加上美團剛公佈的業績亦勝預期,如投資者看好美團股價可以反彈,可留意美團認購17331,行使價220.2港元,22年11月到期,有效槓桿約7.3倍。如投資者看淡美團,可留意美團認沽20305,行使價149.9港元,22年11月到期,有效槓桿約5.5倍。如希望以牛熊證作部署的投資者,看好美團可留意美團牛證66441,收回價161港元,行使價158港元,23年5月到期,有效槓桿約8.1倍。如投資者看淡美團,可留意美團熊證57571,收回價200港元,行使價203港元,23年3月到期,有效槓桿約7.2倍。 至於騰訊有份持股的快手(1024)周四股價亦下跌2.5%,收報67.1港元,暫時仍然未能重上70港元水平。如投資者希望博快手股價反彈,看好可留意快手認購12657,行使價75.05港元,22年12月到期,有效槓桿約4.9倍。如投資者看淡快手,可留意快手熊證67276,收回價75港元,行使價78港元,23年5月到期,有效槓桿約6.1倍。 另外,比亞迪(1211)周三時候獲確認遭股神減持股份,比亞迪周三股價曾挫逾12%,最終周三收報242.2港元;及至周四比亞迪股價繼續受壓,周四下跌近4%,收報232.6港元,重回四月時水平。如投資者認為比亞迪跌勢會進一步喘定甚至有所反彈,看好比亞迪的投資者可留意比迪認購23958,行使價305.2港元,22年11月到期,有效槓桿約8.6倍;或可留意比迪牛證52035,收回價210港元,行使價206港元,23年3月到期,有效槓桿約8.1倍。如投資者認為比亞迪會繼續受減持消息所影響,看淡比亞迪可留意比迪熊證67297,收回價273港元,行使價277港元,23年7月到期,有效槓桿約5.5倍。 近日港交所(0388)表現走弱,股價一直向下,最新港交所下跌2%,收報311.4港元,從圖表上觀察暫時仍然繼續沈底,亦穿破三月時低位。由於港交所股價一直下跌,根據瑞銀資金流,港交所的相關好倉產品得資金支持,尤其是認購證,反映投資者都積極趁低吸納。如投資者看好港交所,可留意港交認購23562,行使價350.2港元,22年11月到期,有效槓桿約12倍。如投資者看淡港交所,可留意港交認沽17763,行使價295.75港元,22年11月到期,有效槓桿約10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。~ 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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