《高盛認股證牛熊證》北手大手趁低吸納騰訊 好倉亦獲追捧 留意貼價購23183，高槓桿沽20162，低面值遠牛60962
正股表現：騰訊(0700)昨日大跌約6.7%，失守520元水平。今早雖見反彈並上試540元，但表現仍落後其他科技股。現報534元，升約2.9%。有調查機構發表報告，指今年截至本月17號，騰訊旗下「TikTok」營收達12億美元，按年升627%。並指截至本月14號，騰訊旗下「PUBG Mobile」及「王者榮耀」為今年全球營收榜首兩位，分別達26億及25億美元，按年升64.3%及42.8%。
資金流向：觀察個股輪證資金流向，可見昨日錄得約1.26億元資金流入好倉，為昨日最多資金流入的相關資產。當中認購證更於過去6個交易日皆錄得資金流入，合共約1.3億元。而認沽證於昨日亦獲少量資金轉向部署。進而觀察港股通資金流向，則見昨日北水大手買入騰訊，錄得高達67.7億元資金淨買入。
產品選擇：投資者如看好，認購證方面的高槓桿選擇可留意價外幅度約13%，年期約2個月的騰訊購28479。貼價選擇可留意價外幅度約7%，年期約3個月的騰訊購23183。牛證方面的貼牛選擇可留意屬市場上最貼價之一的騰訊牛51832，與現價有約15.8元收回距離。遠牛選擇可留意屬低面值的騰訊牛60962。
騰訊購28479，行使價600.5元，2021年03月03日到期，實際槓桿11.2倍，高槓桿
騰訊購23183，行使價570.5元，2021年03月26日到期，實際槓桿8.6倍，貼價、高槓桿
騰訊牛51832，收回價518.18元，行使價515.68元，換股比率100，槓桿比率26.7倍，市場上最貼價之一牛證
騰訊牛60962，收回價487.79元，行使價485.29元，換股比率500，槓桿比率10.4倍，低面值遠牛
投資者如看淡，認沽證方面可留意價外幅度約5%，年期約3個月的高槓桿騰訊沽20162。熊證選擇可留意貼熊的騰訊熊60462，與現價有約46元收回距離。
騰訊沽20162，行使價505.38元，2021年03月25日到期，實際槓桿8.2倍，高槓桿、貼價
騰訊熊60462，收回價580.01元，行使價582.51元，換股比率100，槓桿比率10.3倍，市場上槓桿最高貼熊之一
註: 以上數據資料來自高盛認股證牛熊證網站https://www.gswarrants.com.hk/~
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