《瑞銀窩輪》國務院唱好平台經濟 看好留意美團牛證(68854)/ 阿里牛證(65542)
國務院總理李強週三開平台企業座談會,多家大型科網企業如阿里(09988)、美團(03690)及抖音等均有出席。其間,多間企業負責人先後發言,李強更大派定心丸,表示平台經濟大有可為。週四,多間平台企業乘勢抽升。美團裂口高開於130港元之上,一舉企上100天線。阿里更高開突破90港元阻力,並全日企穩保持90港元上。如投資者憧憬平台經濟可更上一層樓,如投資者看好阿里,可留意阿里牛證(65542),收回價76.64港元,23年10月到期,有效槓桿約5.0倍。如投資者看好阿里,可留意阿里認購(16267),行使價112.1港元,23年11月到期,有效槓桿約7.5倍。如投資者看好美團,可留意美團牛證(68854),收回價119港元,23年12月到期,有效槓桿約6.7倍。如投資者看好美團,可留意美團認購(14936),行使價170.1港元,23年12月到期,有效槓桿約5.8倍。
輪場資金方面,阿里及美團好倉均流出,反映部份投資者獲利離場及有小部份反手開淡倉。如投資者看淡阿里,可留意阿里認沽(16106),行使價77.83港元,23年10月到期,有效槓桿約6.9倍。 如投資者看淡阿里,可留意阿里熊證(60163),收回價101港元,24年3月到期,有效槓桿約10.5倍。如投資者看淡美團,可留意美團認沽(15669),行使價111.01港元,23年9月到期,有效槓桿約7.7倍。如投資者看淡美團,可留意美團熊證(59255),收回價146港元,24年3月到期,有效槓桿約10.0倍。
另外,中國國家網信辦等七部門聯合公布《生成式人工智能服務管理暫行辦法》,採取有效措施鼓勵生成式人工智能創新發展。百度(09888)週三升4.44%,走在大部份平均線之上。如投資者看好百度,可留意百度認購(16013),行使價160.1港元,23年10月到期,有效槓桿約6.0倍。如投資者看好百度,可留意百度牛證(66915),收回價130港元,24年5月到期,有效槓桿約6.4倍。網易(09999)近期亦是走勢強勁,暑假在即有利遊戲收入。網易週四高開並開大陽燭。如投資者看好網易,可留意網易認購(13597),行使價181.91港元,23年9月到期,有效槓桿約10.3倍。如投資者看好網易,可留意網易牛證(66921),收回價142港元,24年4月到期,有效槓桿約6.3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
瑞銀認股證牛熊證團隊
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 2023。版權所有。~
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