Thursday, December 28, 2006

地震搞到香港停晒手

台灣恆春半島在拆禮物日(26日)發生6.7級地震,震到連香港這邊於九龍城的東頭邨成班街坊都受影響,紛紛走出街外避「震」。尤幸今次地震沒有像兩年前,同樣於拆禮物日發生的南亞大地震般,搞到發生恐怖海嘯,不知捲走多少人,今次死傷人數較少,都算是不幸中的大幸。

不過,第二日早上大家返工的時候,就知道甚麼是大事不妙。除了日資證券行外,幾乎美資、英資、台資的證券行,都無辦法同祖家總辦事處聯絡,因為從香港傳輸往美國的主要光纖海底電纜,鋪設路經的地方,正好經過地震發生的恆春半島一帶,而光纜自然因地震受損,令香港同美國、台灣、歐洲的通訊中斷,即使有傳輸容量,但大家人人爭用,就像颱風高掛時,齊齊用手提電話報訊,網絡怎能應付突如其來的龐大傳輸量,況且今次傳輸能力已大幅削弱,自然難與彼邦同事聯絡。

雖然有些富貴大行有雄厚實力,其IT部門尚可臨時改用衛星線路作傳送,維持與美國方面的通訊,不至於令到「乜都唔使做」。但沒有那般富貴的證券行,由於根本沒有租用好像IntelSat等公司的衛星線路作為後備,面對設備又無、戶口又無,結果只有兩個。首先,有任何交易通訊,全部用fax機(傳真機)覆實,結果令公司的fax機大排長龍,兼且效率很差,因為連話音通訊都有問題,你話長途fax有幾穩陣。

另外,有些在聖誕假期後,原本較為清閒的部門,便索性提早收工當放多日假,因為就算找IT部門幫忙,都不能夠即時解決到問題。不過據禤中怡所知,日資證券行普遍能安然渡過今次事件,事關日本人一向忠於使用國貨,日本人在香港一定使用兩間日資電訊公司,即係NTT HKNet和KDDI,兩間公司都有直駁線路去到東京,受事件影響相對較細。

好像香港有租用NTT同KDDI線路的ISP(互聯網服務供應商),都即時將傳輸途徑轉用經東京往美國同台灣。所以今次受影響最大,正是依賴美資電訊公司,以及電訊盈科(008)的公司,可能日後各大金融機構,都是搵定兩、三間不同ISP較穩妥,每個月支付多幾百蚊,一旦有事的時候,保住數以十萬元計生意額,便當交保險費吧。

擋不住的瘋情
國企股大發神威,恒生國企指數輕易越過1萬點,尤其是中資金融股,隻隻輕輕鬆鬆也有10%升幅,其他股份方面,如藍籌股的中國網通(906)更有30%增幅,差點以為自己炒賣三四線消息股。若果這種升幅也不算陷入瘋狂,禤中怡也不懂得怎樣形容。

經紀朋友指大戶大手掃入方有如此氣勢。市場潮流如此,也難推倒這種羊群心理效應。

不過,大家還記得中國人壽(2628)這隻內地保險股於去年底的收市價嗎?原來是6.82元,與昨日收市價27.2元比較,足足升了近3倍!若果大家覺得保險好賺,前景很好,或者視四叔(恒基(012)主席李兆基)為股神而跟隨,就應有足夠理據支持自己繼續在股海翻浪。

無疑,今年國企股表現,已令大小投資者無話可說,因為升幅比新興市場的股份表現還佳,但這氣勢甚麼時候結束,禤中怡無意、亦無力作推測,只懂得向各位喜歡投資、享受投資的讀者建議,看看自己是一隻勇戰百勝的虎,還是一隻待宰的羊。

(12月28日刊於《am730》)

10 Comments:

At 2:01 PM, Anonymous Anonymous said...

你真係覺得停曬手嗎?

 
At 8:49 AM, Blogger oakleyses said...

longchamp handbags, michael kors outlet, prada outlet, burberry outlet, prada handbags, oakley sunglasses cheap, jordan shoes, tory burch outlet, nike shoes, michael kors outlet, gucci outlet, louboutin outlet, longchamp outlet, kate spade handbags, air max, nike free, coach outlet store online, ray ban sunglasses, louboutin, kate spade outlet, michael kors outlet, true religion jeans, tiffany and co, coach purses, louis vuitton, tiffany and co, oakley sunglasses, louboutin, ray ban sunglasses, louis vuitton outlet stores, burberry outlet, michael kors outlet, louis vuitton outlet, michael kors outlet, coach outlet, louis vuitton handbags, longchamp handbags, polo ralph lauren outlet, chanel handbags, michael kors outlet, christian louboutin shoes, oakley sunglasses, true religion jeans, louis vuitton outlet, coach factory outlet, air max, polo ralph lauren outlet

 
At 8:49 AM, Blogger oakleyses said...

nike air max, sac louis vuitton, true religion outlet, abercrombie and fitch, sac louis vuitton, hollister, north face, nike free pas cher, sac longchamp, ray ban pas cher, air max, ray ban sunglasses, vanessa bruno, louis vuitton uk, mulberry, lululemon, sac guess, converse pas cher, michael kors, true religion outlet, michael kors, oakley pas cher, nike roshe run, polo lacoste, ralph lauren, sac burberry, nike free, michael kors pas cher, nike roshe, air max pas cher, louis vuitton, louboutin, nike tn, hogan outlet, air force, nike trainers, air jordan, longchamp, air max, polo ralph lauren, barbour, north face, hollister, timberland, nike blazer, sac hermes, vans pas cher, new balance pas cher

 
At 8:56 AM, Blogger oakleyses said...

ugg australia, canada goose jackets, soccer shoes, ferragamo shoes, celine handbags, canada goose outlet, uggs outlet, mcm handbags, lululemon outlet, p90x, wedding dresses, canada goose, marc jacobs, asics running shoes, birkin bag, instyler, soccer jerseys, giuseppe zanotti, jimmy choo outlet, rolex watches, new balance shoes, ghd, chi flat iron, nike roshe run, north face jackets, mont blanc, mac cosmetics, babyliss pro, reebok outlet, ugg boots, ugg boots, insanity workout, hollister, vans shoes, beats by dre, ugg, bottega veneta, north face outlet, valentino shoes, ugg pas cher, nfl jerseys, herve leger, canada goose, canada goose, longchamp, canada goose uk, nike huarache, abercrombie and fitch

 
At 9:00 AM, Blogger oakleyses said...

louboutin, moncler, montre homme, hollister clothing store, lancel, moncler, moncler, karen millen, vans, louis vuitton, parajumpers, moncler, juicy couture outlet, links of london, converse, air max, swarovski, supra shoes, thomas sabo, ray ban, pandora jewelry, converse shoes, oakley, canada goose, toms shoes, gucci, juicy couture outlet, pandora charms, pandora charms, swarovski crystal, moncler, rolex watches, coach outlet store online, wedding dresses, iphone 6 cases, moncler outlet, canada goose, moncler, air max, ralph lauren, baseball bats, ugg, timberland boots, hollister, hollister, ugg

 
At 2:57 PM, Blogger ninest123 Ninest said...

ninest123 10.07
michael kors outlet online, polo ralph lauren outlet online, michael kors outlet online, michael kors outlet store, christian louboutin shoes, oakley sunglasses, burberry handbags, louis vuitton outlet, burberry outlet, oakley sunglasses wholesale, christian louboutin outlet, longchamp outlet, nike air max, prada outlet, louis vuitton, michael kors outlet, replica watches, tiffany jewelry, oakley sunglasses, louis vuitton outlet, nike air max, nike outlet, uggs outlet, polo outlet, nike free, ugg boots, ray ban sunglasses, oakley sunglasses, louis vuitton outlet, michael kors outlet online, replica watches, ugg boots, uggs outlet, uggs on sale, louis vuitton, tiffany and co, christian louboutin, jordan shoes, christian louboutin uk, kate spade outlet, tory burch outlet, michael kors outlet, chanel handbags, longchamp outlet, prada handbags, longchamp outlet, ray ban sunglasses, ray ban sunglasses

 
At 2:59 PM, Blogger ninest123 Ninest said...

nike air max uk, longchamp pas cher, hollister pas cher, abercrombie and fitch uk, michael kors, kate spade, nike blazer pas cher, nike air force, converse pas cher, polo lacoste, nike free uk, coach purses, nike tn, nike roshe, hogan outlet, north face uk, coach outlet store online, new balance, burberry pas cher, timberland pas cher, true religion outlet, louboutin pas cher, jordan pas cher, sac longchamp pas cher, mulberry uk, hollister uk, ray ban uk, vans pas cher, nike air max, lululemon canada, ray ban pas cher, guess pas cher, sac vanessa bruno, oakley pas cher, michael kors, sac hermes, coach outlet, nike roshe run uk, polo ralph lauren, ralph lauren uk, true religion jeans, coach outlet, nike air max uk, true religion outlet, michael kors outlet, nike free run, air max, north face, true religion outlet, michael kors pas cher

 
At 3:03 PM, Blogger ninest123 Ninest said...

hollister, soccer shoes, insanity workout, vans outlet, mcm handbags, instyler, hollister clothing, babyliss, beats by dre, ghd hair, celine handbags, north face outlet, nike roshe run, longchamp uk, asics running shoes, hollister, nike huaraches, vans, new balance shoes, oakley, gucci, baseball bats, soccer jerseys, ralph lauren, wedding dresses, converse outlet, valentino shoes, nike trainers uk, herve leger, nike air max, ray ban, chi flat iron, bottega veneta, giuseppe zanotti outlet, nike air max, mont blanc pens, converse, hermes belt, timberland boots, abercrombie and fitch, reebok outlet, p90x workout, ferragamo shoes, iphone 6 cases, louboutin, lululemon, north face outlet, nfl jerseys, jimmy choo outlet, mac cosmetics, gucci handbags, cheap oakley sunglasses

 
At 3:07 PM, Blogger ninest123 Ninest said...

toms shoes, juicy couture outlet, canada goose, moncler outlet, moncler uk, louis vuitton, canada goose jackets, canada goose outlet, swarovski, michael kors handbags, ugg, louis vuitton, louis vuitton, moncler, ugg pas cher, moncler, canada goose outlet, lancel, karen millen uk, barbour, juicy couture outlet, pandora charms, canada goose, barbour uk, doudoune moncler, ugg,ugg australia,ugg italia, moncler, swarovski crystal, montre pas cher, canada goose outlet, louis vuitton, michael kors outlet, replica watches, canada goose uk, hollister, ugg uk, links of london, supra shoes, moncler outlet, doke gabbana, pandora jewelry, louis vuitton, moncler, pandora jewelry, marc jacobs, ugg,uggs,uggs canada, canada goose, thomas sabo, michael kors outlet online, pandora uk, wedding dresses, coach outlet
ninest123 10.07

 
At 2:08 PM, Blogger raybanoutlet001 said...

saics running shoes
omega watches sale
coach bags
moncler jackets
ecco outlet
michael kors outlet
ferragamo outlet
michael kors outlet
fitflops
nike roshe

 

Post a Comment

<< Home