Wednesday, January 23, 2008

雷霆救兵

所謂「柳暗花明又一村」,美國布殊總統終於要出手,在美股開市前夕,先拋個利好消息,大減0.75厘息,希望減少對自己國家股市的震盪,避免跟隨歐亞股市跌個人仰馬翻,希望能起碼幫手穩定市場悲觀情緒。


不過,人家度了一日假期,然後施施然出招,就像《雷霆救兵》般,化解負面影響,難為全球金融市場就要suffer這個大國所送來的次按信貸危機,兼經濟衰退陰影,基金經理們趕著沽貨離場(我估計昨日小股民沽貨者其實不多),擔心大市跌到無止境。但美國這個超級財技高手,卻望著遍地屍駭,成功替大戶提供低位買貨再炒過的機會,美國財政部長保爾森的確有一手。


面對各地大市淪陷,持港股的散戶投資者當然要逃難,而那些持有基金的投資者,就更是如坐針氈,特別是持有新興市場股票基金的就更憂心不已,因為熱門投資熱點如印度股市再跌4.9%等,而歐洲股票基金亦遭殃。


所以,除了證券經紀忙碌到難以形容,原來賓架同樣震到不得了。聽聞有銀行昨日擔心會湧現投資者將手上基金拋售,贖回現金,竟向內部員工發出指示,不准轉換基金,甚至不准買賣,總之不只是小股民恐慌,銀行前線員工也面對訊息混亂場面。幸好,最後這個指示取消了,可能是香港的投資者無論IQ、EQ和AQ都頂呱呱,未有對基金市場構成嚴重影響。


大市能夠跌得如此深,或許減息確有療傷之效,但有多少公司因大市劇跌而令經營出現問題,就值得留意,最低限度,就是那些去年靠持有股票而帶來巨額投資收益的上市公司,能否藉此維持大額利潤,現時市盈率仍能支持未來業績嗎?至於利息減少,表面看,供樓人士的確受惠,畢竟按揭息跟隨下調,供樓支出又減,但如果真的經濟好,美國息口何必減得此倉促和尷尬呢?


同投資界朋友談起,他竟然還懂得苦中作樂,話隻中國移動(941)股價就好似搭巴士般,本來股價見113元,搭相同號碼的紅隧過海巴士,可從港島堅尼地城,前往彩虹,豈知開市後只有「111」,總站已改為坪石,怎知愈跌愈有,收市見108.9元,距離搭「106」號巴士相距不遠,但總站可能就大為縮短至黃大仙了,要去彩虹就要行路。


能夠推低中移動股價,大戶當然要出手,所以昨日有超過3,700宗大額成交,開市即見110.7元擺了24.8萬股,涉2,740萬元,1分鐘後,股價已變成在110元承了18萬股,差不多近2,000萬元,之後回升見113元,奈何上午收市前沽壓又現,多宗大手成交於股價在100元爭持不下,在短短1分鐘內,竟然有4宗大手上板,每宗均涉逾3,289萬元,即合共逾1.2億元,試問情況怎不嚴峻!


(1月23日刊於《am730》)

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