《瑞銀窩輪》汽車股造好 看好可留意比亞迪認購16392、吉利認購22217
港股週二高開113點後，恆指大幅回落超過250點，幸尾市時走勢回升，最終靠穩收報28781點。
最近汽車股表現造好，尤其是比亞迪（1211）及吉利（175）。根據最新公佈汽車股5月份的資料，比亞迪今年首5個月累計汽車銷量按年增長近57%，升至近19.6萬部；加上有傳蘋果(AAPL.US) 就其電動車Apple Car 的電池供應與寧德時代（300750.SZ)及比亞迪初商合作可行性，利好消息亦令本週開始正式被納入恆指成分股的比亞迪股價乘勢而上。週二比亞迪股價急升6.3%，以恆指成分股單日升幅計排行榜首，收報202港元，即過去近一週股價已經升逾20港元。而根據瑞銀週二記錄，有顯著資金流入比亞迪認購，反映比亞迪得到市場熱切追捧。如投資者看好比亞迪，可留意認購16392，行使價234.08港元，21年9月到期，有效槓桿約5.3倍。
至於同為汽車股的吉利表現亦理想，就汽車股5月份的資料，吉利今年首5個月總銷量達9.6萬部，雖然較去年同期少12%，但中國市場銷量則按年升26%。吉利自上周開始重上4月份的高位，週二股價亦升1.4%，收報21.4港元，已連續第6天企穩20港元以上水平。如投資者憧憬吉利股價可以更上一層樓，可留意吉利認購22217，行使價27.43港元，21年9月到期，有效槓桿約6.2倍。
另外，根據瑞銀週二資金流情況，科技股美團（3690）繼續有買盤支持，美團上周升至300港元水平後開始有回落趨勢，週二股價就下跌1%，收報297港元。投資者的大舉購入反映市場仍然看好美團，希望入市搏反彈。如投資者看好美團，可留意認購21556，行使價345.2港元，21年9月到期，有效槓桿約6.3倍。相反，如投資者認為美團股價未能企穩，看淡美團可留意認沽26700，行使價244.8港元，21年10月到期，有效槓桿約5.2倍。
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卓素華
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瑞銀亞洲上市衍生產品銷售部主管
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