Thursday, April 02, 2009

紅色電訊股有鑊氣

Google連動物市場也不放過?見到內地稱為谷歌(Google)的搜索網站推出與谷歌街景(Street View)概念相似的新服務「谷鴿鳥看」,可以顯著提升谷歌地球(Google Earth)和谷歌地圖(Google Maps)的圖像分辨率,更培訓了31,415,926隻「谷鴿」(圖),為它們配備四大高科技裝備,包括裝有全球定位系統(GPS)的智能導航帽、裝有分散式人工智慧體(CADIE,這是谷歌發布的另一項「假冒」技術)晶片的訊息處理肚兜等。

任何人想召喚谷鴿,只須在戶外用手機打開谷歌移動版http://g.cn/,對著手機上出現的咪高峰圖標,大叫三聲:「咕!咕!咕!」,谷鴿就會出現。神奇吧!的確是厲害,兼且製作認真,因為這是谷歌在愚人節送給大家的禮物,希望喜歡!

言歸正傳,大市急升後急跌,恒指開高炒低,收市跌56點,報13,519點,但國企股指數則玩背馳,微升7點至8,077點收市。大市又再處橫行狀態,美國經濟數據,以及G20峰會成為大家期待的焦點,但禤中怡一向視這種重量級政治人物聚首一堂的會議,似開騷各自表述,多過大家腳踏實地想出辦法來,因為意見多多,互相想牽制對方,最終得個「講」字。若果憧憬過高,反而失望愈大,故此看基本經濟環境更重要,畢竟救市尚未成功,同志仍需努力。

不過,大戶採取炒股不炒市的策略,兼且轉移目光,找尋內地業務為主的股份。首先見到內地電訊股齊齊加大注碼,拓展3G流動通訊業務,如中國聯通(762)今年就拋1,100億元人民幣,中國電信(728)母公司今年會花470億元人民幣,而中國移動(941)預計今年2G和3G網絡的資本開支為1,339億元人民幣,粗略一加,3間營運商投入的資金,便高達2,909億元人民幣,難怪中資電訊設備股又有借口,齊齊再度表演升空之旅,像中國無線(2369)急彈9.8%,京信通信(2342)漲7.6%,中興通訊(763)收市也上揚4.2%。

至於有3G服務,自然有內容需求,且看騰訊(700)股價亦升2.2%至58.7元,阿里巴巴(1688)昨日收市增1.8%至7.25元。

由於電訊營運商重組已完成,相信交接工作也順利解決,各自開始再度進入投資期,無疑為設備商帶來大量訂單的機會,故此踏進互相競爭的時候,儘管市場大餅已擴大,但要小心選擇,那些設備商能夠有力提升市場佔有率的同時,亦會兼顧邊際利潤。禤中怡再提醒,概念已經變成事實,業績會說明真正表現,跟風炒作的同時,小心落車,否則真的變了谷氣的燶鴿。

(4月2日刊於《am730》)

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如果個市追落後,下隻要郁嘅一定係中移動!
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