Wednesday, July 11, 2007

「中」字基金吃香

內地經濟好,兩間中資銀行股率先報喜訊,工商銀行(1398)和招商銀行(3968)話中期盈利將大升,試問怎不會成炒上借口,股價再升5%和7.2%,收市各報4.97和28.25元。由於其他中資銀行股業績表現相信亦差不到那裡,中國銀行(3988)昨日便可以用落後造好,股價升6.59%至4.37元,成藍籌升幅之冠,近期活躍的建設銀行(939)也漲1.87%至6元新高水平。


或許只要有「中國」兩字便可賣個滿堂紅,滙豐那隻中國翔龍基金(820)雖然今日才截飛,但聽聞認購反應不俗。該基金屬封閉式基金,即不能贖回基金單位,但可以在港交所(388)買賣,參考的方式主要視乎基金的資產淨值等表現,且需留意市場供求關係亦會影響報價。


不過,傳統的基金亦要跟隨這股潮流。禤中怡了解,領先資產管理也正籌備推出一隻中國A股基金,最特別的是,將約75%基金資產投資一項與中信標普50指數表現掛鈎的歐洲中期票據(EMTN),餘下資產才投資與國企股或紅籌股掛鈎的交易所買賣基金(ETFs)。


該基金選擇掛鈎的中信標普50指數,其表現取決於50隻A股潛在升勢,若所揀股份質素較佳,指數自然愈好。該指數揀了招商銀行、浦發銀行和中信證券等中資金融股佔主力。該指數一直跑贏對手,3個月回報便達45%,較同類指數如新華富時A50指數的37.7%回報優勝,如用長線計,3年回報率達2.1倍,相對新華富時A50指數才有約1.7倍回報表現,兩者分野更大。面對大市壯旺,投資產品選擇多的是,恐怕大家有點花多眼亂,兼有點驚惶失措,或怨自己遲入市,但禤中怡仍奉勸量力而為,分長短投資兩注,更要提醒精神,避免過度亢奮失去理性。


港人上網不及南韓忙
上網已成為生活不可或缺的一部分,但是否已達瘋狂地步呢?且看統計機構comScore於5月所作的亞太區10個國家及地區調查便知道。這調查估計用戶年紀逾15歲,只計家中及辦公室電腦上網時間,於星巴克或Pacific Coffee等網吧及用流動通訊設備如黑莓(Blackberry)上網的不計數。


香港人平均在一個月內,使用上網服務的日子就佔16.8日,差不多每兩日便要上網,若按小時計,則大約有25.5小時,數字屬較高水平,表現更與死敵新加坡的用戶習慣相似。至於全球平均上網日數和時數,分別為17.1日和25.2個小時,反映全球化趨勢一致。冠軍當然是南韓,滲透率不用多講,達65%,每月平均上網日數有17.4日,按小時計更達31.2個小時,認真投入。經濟強國日本的平均上網日數與區內國家相差不遠,但平均上網小時則只有19.2個小時,可與內地相比,可能與用戶出外使用手機上網較多所致,就是搭車時也不停按手機的原故。


用戶瀏覽的又是甚麼呢?調查發現亞太區用戶與全球用戶較喜歡選用Google非一致,而是揀雅虎(Yahoo!)。在10個國家及地區中,最多人選用雅虎的就佔6個之多,當中包括香港。內地、澳紐則選用微軟(Microsoft)的服務。Google無法打入所有地區的第一位,但已在8個地區打入三甲,若加強開拓市場,或在下一次調查追上對手也說不定。特別一提,內地同胞喜歡用百度(Baidu)和騰訊(700)(TENCENT)服務,未知對他們的股價會否有刺激作用呢?在內地冠以「谷歌」中文品牌的Google就要加把勁了。


(7月11日刊於《am730》)

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