《瑞銀窩輪》憂慮內地電動車減價戰再起 比亞迪跌逾2% 博反彈看好留意比迪認購(21424)
百度(09888)美股上週五急瀉,有報導指內地團隊以商業AI模型作軍事研究,消息引發投資者憂慮百度成為美國潛在制裁對象。百度港股週一曾跌逾一成,甚至曾失「紅底」,最低曾跌至99.95元。輪場資金博跌幅收窄為多,如投資者看好百度,可留意百度牛證(62666),收回價84元,行使價82元,25年2月到期,有效槓桿約4.8倍 ; 或可留意百度認購(20860),行使價128.1元,24年5月到期,有效槓桿約7.2倍。相反如看淡百度或將因商業AI模型軍事化而受美國制裁,如投資者看淡百度,可留意百度熊證(65497),收回價120元,行使價122元,24年11月到期,有效槓桿約5.3倍 ; 或可留意百度認沽(21517),行使價99.83元,24年6月到期,有效槓桿約3.7倍。
美團(03690)雖在上週四開始拿出近4億首次進行回購,股價卻未能大幅反彈。週一只微升,如投資者看淡美團,可留意美團熊證(63397),收回價85元,行使價88元,24年9月到期,有效槓桿約6.6倍 ; 或可留意美團認沽(22106),行使價69.95元,24年12月到期,有效槓桿約2.4倍。
投資者憂慮內地電動車減價戰再起,比亞迪跌逾2%。中國新能源車首週銷量比亞迪稱冠,輪場資金睇好為多,如投資者看好比亞迪,可留意比迪牛證(57339),收回價190元,行使價186元,24年7月到期,有效槓桿約9倍 ; 或可留意比迪認購(21424),行使價280.2元,24年8月到期,有效槓桿約6.8倍。
更多窩輪牛熊資訊:瑞銀認股證牛熊證網站:http://www.ubs.com/hkwarrants
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