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《瑞銀窩輪》Nvidia股價急升掀起AI概念熱潮百度股價升 看好可留意百度認購(20860)
AI晶片商Nvidia(美:NVDA)績後週四股價急升16%,收報785.38美元,創歷史新高;納指隨即受到帶動,升3.01%,破18000點大關,收報18004.7點;道指亦升1.18%,收報39069.11點,亦創歷史新高。如看好美股指數表現,可留意納指認購(10138),行使價18982點,24年6月到期,有效槓桿約14倍;或道指認購(10131),行使價42210點,24年6月到期,有效槓桿約23倍。如投資者看淡美股指數表現,可留意納指認沽(10188),行使價15200點,24年9月到期,有效槓桿約8.9倍;或道指認沽(10167),行使價34825點,24年9月到期,有效槓桿約12倍。 AI概念板塊受追捧,週五港股方面AI概念股百度(09888)一度升穿110元水平,最終百度升2.71%,收報109.9元。百度將於下週三公佈業績,大行普遍預測百度淨利潤或會達60.4至73.37億元人民幣,較上年度同期上升12.5%至36.6%,對於百度評級爲“增持”、“買入”以及“跑贏大市”,甚至上調目標價,反映市場對於百度後市表現或被看高一線。如投資者看好可留意百度認購(20860),行使價128.1元,24年5月到期,有效槓桿約7.4倍。如看淡可留意百度熊證(65497),收回價120元,行使價122元,24年11月到期,有效槓桿約9.9倍。 另外,理想(02015)下週一亦將公佈業績,由於成本下降關係,綜合券商預測理想2023業績或可扭虧爲盈。如希望作業績部署的投資者,看好可留意理想牛證(50178),收回價113元,行使價109元,25年2月到期,有效槓桿約4倍;相反看淡可留意理想熊證(62348),收回價160元,行使價164元,25年1月到期,有效槓桿約6.1倍。 更多窩輪牛熊資訊:瑞銀認股證牛熊證網站:http://www.ubs.com/hkwarrants 輪證教學及市況焦點短片: https://www.youtube.com/@ubswarrantshk8566 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。筆者爲UBS AG的代表(作爲證監會持牌人),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爲零。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爲結構性產品之流通量提供者,亦可能是唯一報價者或市場參與者。(C) UBS 2024。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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