奧運短跑起步
基金經理未歸位開戰,港股轉炒個別股份,像奧運概念股成為焦點,北京北辰(588)逆市大升12%至5.37元;北京首都機場(694)收市漲6仙,收報13.3元;北京發展(154)也微增0.2%,甚至連北京時裝(761)也上揚高達11.1%至1.7元收市,差點公司名逢有個「北」字都可逆市向上,為甚麼是差點呢?因為主要業務在內地首都的北京控股(392)卻回落2%至36.3元。
有趣的是,北京時裝其實從事皮革等業務,主要是出口往香港和歐洲等地,也算奧運概念?抑或張冠李戴?
內地股市同樣精彩,奧運股、北京相關股份更成為主要漲停板的股份,港人較熟悉的,包括燕京啤酒和食北京填鴨的全聚德等,相信接近奧運前,大家都會跟勢炒作。
運輸股亦繼續發功,中國交通建設(1800)一日又彈6.3%至21.75元,更曾高見22元,距離歷史高位25.4元不遠,兼且有逾千宗大手成交配合,單是尾市1分鐘內就有約50單大手買賣,好像在21.65元掃逾1,700萬元貨,然後再用近1,200萬元,在21.7元買入53.8萬股,高位收市自然無問題,難怪成交額超過34億元,捧場客甚多。
當然,同類的新股中國中鐵(390)亦幫上不少忙,高見11.42元後,仍創收市新高,報11.3元,上升5.2%,成交額亦接近20億元,兩隻股份可謂淡市奇葩。
可惜,恒指儘管有地產股支撐,港鐵(066)更升7%,首破30元關口,收報30.8元,漲7.3%,還有新鴻基地產(016)、新世界發展(017)和太古A(019)齊逆市向上,但始終要在08年首個交易日跌252點至27,560點收市,繼續尋底。
禤中怡見到大行對今年多抱樂觀態度,預料恒指見35,000點,甚至歷史性破40,000點的亦大有人在,絕對是一片歡欣氣氛。當然,預測總含不明朗元素,只是大行的預測比散戶的「估計」有多些根據吧!
回望06年底、07年初,當時滙豐預料恒指見21,500點,港股評級更由「增持」下調至「中性」;大摩估計恒指於07年底見18,100點,而中銀和標普當時也料見22,800點。以上這些觀點,與07年底最終表現來看,真的是有一段距離。或許禤中怡也幫一幫忙,因為有意料不到的合資格境內機構投資者(QDII)、港股直通車等等利好因素帶動,便可以輕鬆為那個數字上的差距,解釋得一清二楚。
好了,今日人人如此看好,你又估恒指升近20%,佢又認為可以漲多一半,那麼現時恒指所處這個水平,理應屬超級低位,不大手掃貨,還待何時?令人費解的是,買盤卻未見十分強勁,大藍籌的股價更在跌,究竟大行是否要講一講,期間是否先經過大調整洗禮呢?究竟美國次按危機是否煙消雲散?
(1月3日刊於《am730》)
4 Comments:
World Of Warcraft gold for cheap
wow power leveling,
wow gold,
wow gold,
wow power leveling,
wow power leveling,
world of warcraft power leveling,
world of warcraft power leveling
wow power leveling,
cheap wow gold,
cheap wow gold,
buy wow gold,
wow gold,
Cheap WoW Gold,
wow gold,
Cheap WoW Gold,
world of warcraft gold,
wow gold,
world of warcraft gold,
wow gold,
wow gold,
wow gold,
wow gold,
wow gold,
wow gold,
wow gold
buy cheap World Of Warcraft gold q3w6c7ax
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
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
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
Post a Comment
<< Home