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《瑞銀窩輪》港股觀望氣氛濃厚 留意牛證67485、熊證68289 @ 2012-09-01T06: Back Hot News
Keyword:恆指
Concept:窩輪成交46億元 , 留意恆指牛證67143
《法巴窩輪》法巴認股證焦點:恆指再現跌勢,留意恆指牛67105、恆指熊64588
成交宗數最多是恆指窩輪,認購證成交有2,045宗,認沽證成交則有1,858宗。如想作恆指看好部署,或可留意恆指購16535,行使價21,000點,12年12月到期,實際槓桿12.4倍,引伸波幅20.0%,期指每跳動約21點,窩輪理論價格將跳動1格。看淡的窩輪選擇則有恆指沽18394,行使價19,800點,12年11月到期,實際槓桿9.5倍,引伸波幅24.4%,期指每跳動約15點,窩輪理論價格將跳動1格。
昨日窩輪成交錄58.34億元,比上日升10.6%,占大市成交比重由10.3%升至11%。恆指窩輪成交19.17億元,占窩輪總成交32.9%,購沽比例為59:41。匯控(00005)窩輪最活躍錄6.74億元,占總體窩輪成交11.5%。
《牛熊論證》窩輪成交52﹒7億元跌近9%,恆指
包括美銀美林、匯豐及法巴的券商,都估計恆指成分股將不會有變動。美銀美林指,雖然農行(01288)於所有非成分股的市值及成交排名最高,亦已符合上市兩年的染藍條件,但成為藍籌的機會仍很低。該行解釋,恆指目前的金融股占比已十分高,達45.8%。另外,恆指公司自07年第三季後,就未試過連續兩季變更成分股,而上次季檢已納入金沙(01928)成為藍籌股。

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