《瑞銀窩輪》個人電腦需求疲弱 聯想第三季盈利跌 看淡留意聯想認沽(18544)
聯想(00992)業績前週四大升逾7%,更一舉升穿250天線,可惜業績未如理想,第三季盈利跌32%,集團表示此主要受個人電腦需求疲弱及匯率影響。於是週五聯想開始回吐掉週四升幅,並跌破7港元。如投資者想作兩手準備,想博反彈看好聯想可留意聯想認購(11667),行使價8.89港元,23年12月到期,有效槓桿約4.3倍。如投資者繼續看淡聯想,可留意聯想認沽(18544),行使價6.54港元,23年6月到期,有效槓桿約4.4倍。煤炭股週五逆市造好,兗礦能源(01171)曾一度升逾3%,距10天線只差2%左右,其後升幅收窄,如投資者看好兗煤,可留意兗煤認購(26974),行使價28.76港元,23年12月到期,有效槓桿約3.3倍。 如投資者看淡兗煤,可留意兗煤認沽(12452),行使價17.98港元,23年9月到期,有效槓桿約2.6倍。
美股方面,週四公佈美國1月PPI按年升6%超預期,美匯指數升穿104關口。美國聖路易斯聯儲銀行總裁布拉德併火上加油,指不排除支持下次會議加息0.5釐,道指隨即急跌逾400點收市 ,納指亦跌1.93%。如投資者想作兩手準備,如投資者看好納指,可留意納指認購(10746),行使價14068點,23年6月到期,有效槓桿約14倍。如投資者看淡納指,可留意納指認沽(10717),行使價10758點,23年6月到期,有效槓桿約8.9倍。如投資者看好道指,可留意道指認購(10805),行使價37180點,23年9月到期,有效槓桿約12倍。如投資者看淡道指,可留意道指認沽(10757),行使價31350點,23年6月到期,有效槓桿約12倍。
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