Friday, June 22, 2007

證券行殺出生路?

證券市場總會有不同借口,為大市變化提供解釋,像港股未受周三美股大跌146點影響,反過來又跟內地股市造好,恒生指數像新興市場股市般,連升5個交易日外,升勢亦非細眉細眼,顯然大戶今次出擊決心巨大。昨日上升股份更進一步增至1,877隻,是否意味全面皆升之勢已蔓延,還是另有意圖?


對於大市跌唔落,大家認為惟一解釋就是內地「放水」,容許內地基金公司和證券公司以QDII(合格境內機構投資者)方式,將內地的資金帶到境外找尋投資機會,港股自然率先受惠。


不過,要知道這類公司申請QDII資格,設計產品、展開認購,然後才完成投資,需時非短,但估不到大家亦樂於聽這個好消息,更即時在金魚缸找受惠股份,當中港交所(388)已不用多說,禤中怡早講做獨市生意,根本無競爭對手,股價大升屬意料之內。


香港的證券公司股份亦不得了,像申銀萬國(218)急升19%至7.5元,第一上海(227)單日就彈13.8%至2.71元,大福證券(665)一日升10.8%至4元,英皇證券(717)也上揚7%。至於持有中國光大證券的中國光大控股(165)也漲5.2%至16.82元,亨達(111)亦輕微上升3.8%。


其實,在過去幾年,不少本港證券商透過往內地開辦研討會等方式,接觸內地投資者,應大致上也掌握他們的地道投資口味,若果今次獲內地基金或證券公司委託,生意機會增多,更可以幫忙出謀獻策,若負責在港進行證券買賣,佣金收入自然更和味,但始終要買賣交易量夠多才有著數,否則隻隻都是長線投資,賺啥!


不過,也做證券買賣的敦沛(812)卻逆市下跌1%,不明所以,但該集團卻話近日已出售20萬股港交所股份,每股作價98.6至98.85元,一鋪就賺1,967萬元,你話今日股價會點?


西藏炒股
市場大旺,禤中怡的投資界朋友卻走去西藏旅遊兼考察,幸好大市升勢未完,仍可再戰江湖。朋友話乘搭青藏鐵路,感受一下美景,但車廂難言豪華,畢竟有硬件,卻無軟件配合。他坦言未有出現高山症已屬萬幸,但未知自己是否患上幽閉恐懼症,留在車廂內坐立不安,只好由車頭走到車尾,解悶兼做伸展運動,但竟然發現一個經典場面,原來有一些乘客利用手提電腦作無線上網,瀏覽的內容並非一般資訊,原來在這個海拔可達4,500米的地方,一邊坐火車,也可以一邊進行股票買賣!至於炒哪些股份,當然不得而知,畢竟是來散心嘛!


原來中國移動旗下西藏移動當年投資5,000萬元人民幣,興建覆蓋青藏鐵路西藏段的GSM訊號網絡,包括建21個發射基站等,覆蓋率可達85%,難怪可以如此輕鬆上網,究竟每分鐘收費會否昂貴就不得而知,可能對比炒股斬獲所得,上網費用實屬濕濕碎吧。


他更話,有了這條鐵路,的確令該區熱鬧起來,有點似深圳早年開始發展的情況,尤其以旅遊做賣點所產生的商機更多。這位朋友不耻下問,發現區內發展迅速,人力需求巨大,所以不少來自四川的內地人也在當地謀生。他又話因發展需要,當地人原來擁有的土地已被徵用或被收購,收回一筆錢,故此提供一個新市場,極具開發潛力。不過,朋友嘆道,這處海拔高,空氣又稀薄,身為南方人又怎樣適應呢?相信這個大寶藏,還是留給有心人去投資好了。


(6月22日刊於《am730》)

10 Comments:

At 9:25 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 9:45 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 9:45 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 9:56 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 9:56 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 1:53 PM, Blogger ninest123 Ninest said...

ninest123 10.19
prada handbags, oakley sunglasses wholesale, oakley sunglasses, cheap oakley sunglasses, christian louboutin outlet, uggs outlet, uggs outlet, michael kors outlet, christian louboutin uk, michael kors outlet online, michael kors outlet online, ray ban sunglasses, ugg boots, replica watches, polo outlet, uggs on sale, nike free, tory burch outlet, louis vuitton, christian louboutin, burberry outlet, gucci handbags, michael kors outlet, christian louboutin shoes, burberry handbags, replica watches, tiffany and co, louis vuitton outlet, jordan shoes, longchamp outlet, louis vuitton, michael kors outlet store, michael kors outlet online, oakley sunglasses, chanel handbags, tiffany jewelry, kate spade outlet, louis vuitton outlet, ugg boots, nike air max, nike air max, longchamp outlet, longchamp outlet, prada outlet, ray ban sunglasses, nike outlet, polo ralph lauren outlet online, ray ban sunglasses

 
At 1:57 PM, Blogger ninest123 Ninest said...

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

 
At 1:59 PM, Blogger ninest123 Ninest said...

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

 
At 2:02 PM, Blogger ninest123 Ninest said...

doudoune moncler, canada goose, pandora uk, pandora charms, wedding dresses, doke gabbana, karen millen uk, michael kors handbags, lancel, michael kors outlet, moncler, louis vuitton, canada goose outlet, louis vuitton, louis vuitton, louis vuitton, moncler outlet, canada goose jackets, moncler, moncler outlet, links of london, hollister, canada goose uk, ugg uk, toms shoes, replica watches, barbour, pandora jewelry, juicy couture outlet, ugg,uggs,uggs canada, canada goose, moncler, ugg,ugg australia,ugg italia, louis vuitton, coach outlet, michael kors outlet online, juicy couture outlet, canada goose outlet, ugg pas cher, swarovski crystal, canada goose, thomas sabo, supra shoes, swarovski, barbour uk, moncler, moncler uk, canada goose outlet, ugg, pandora jewelry, marc jacobs, montre pas cher
ninest123 10.19

 
At 10:47 PM, Blogger Lin Shijun said...

fitflops clearance
tory burch sale
burberry outlet online
mulberry outlet
rolex watches for sale
ugg boots
louis vuitton outlet
true religion jeans
hollister shirts
fitflops uk
replica watches
louis vuitton bags
oakley sunglasses canada
ferragamo outlet
ugg outlet
michael kors outlet uk
ugg outlet
beats headphones
oakley sunglasses
kate spade uk outlet
tiffany jewellery
ugg outlet
burberry outlet sale
mulberry handbags
lululemon uk
canada goose jackets
michael kors uk
coach outlet store
ugg outlet
oakley sunglasses sale
michael kors factory outlet

 

Post a Comment

<< Home