Wednesday, July 28, 2010

蘋果換黑莓

恒指昨早牛皮,午後歐洲市初段表現造好,開始被推高,輕輕破21,000點後收窄升幅,全日仍升133點至20,973點。最慘烈的相信是13隻以21,000點為收回價的恒指熊證遭打靶了。

中國農業銀行(1288)則繼續氣勢如虹,大戶收貨後推上去,股價昨日曾高見3.6元,升2.8%,收市仍增0.28%,報3.51元的收市新高,成交逾25億元。市場傳聞炒該股加入恒指,但其實該消息屬預期之內,若果不能成為藍籌股才怪,總之找原因作事後解釋。

禤中怡卻認為,今次是大戶幫手做上去,勢必要行使其超額配售權,額外增發逾38.11億股H股才收手,以每股3.2元計,為農行集資多約122億元,況且在現水平有9.6%賺錢水位,再派貨的機會不容抹殺,讓保薦人完成使命兼獲利離場。

有錢賺的當然湧入去,夕陽工業卻漸退去,像中國移動萬眾過去與傳呼經營商合作提供傳呼服務,但由下月起,連其合作的傳呼經營商也停止提供服務,部分用傳呼機,透過傳呼號碼作傳呼的客戶便要終止服務,幸好仍然可用手機短訊方式,收發傳呼訊息,但用傳呼機的肯定又少一截了。

望望電訊管理局的所謂最新資料,也只有直至3月底數據,傳呼接收器用戶僅11.5萬名,過去一年變化不大,可能有些專業用途如醫生等仍有需要,但經營商無大利可圖,難免要謀後路。

其實科技演變也可產生商機,像蘋果(Apple)由電腦商變身為電訊和媒體供應商,成功殺出一條新血路。商界朋友話,最近出外公幹,見到有人拿出iPad,然後接駁投影像器,便開始做報告(Presentation),揮灑自如,開機快,彈指之間便可轉換畫面,認真方便。

至於蘋果(Apple)另一「武器」iPhone 4本周五來臨,肯定讓本地機迷雀躍不已。其實iPhone不但成為科技迷和潮人的恩物,並且開始在商用市場揭開戰幕。一向以來,商用通訊設備首選必然是黑莓(Blackberry)手機,讓企業員工能夠24小時工作兼候命,若果在美資企業工作,隨時在凌晨時分收到來自美國的訊息要回覆,確是惱人。

睇外電指,渣打集團(2888)可能讓其英國倫敦的同事選擇用iPhone4代替黑莓作為通訊設備。其實,大摩和滙豐控股(005)目前規定必須用黑莓作為企業的通訊設備,因通訊涉及商業機密,不能輕舉妄動,轉換其他設備,但只要iPhone4能解決網上保安問題,而IT部門主管亦作配合,不難打動企業高層的芳心,考慮用這部新手機。

投資賓架朋友卻大唱反調,話揸黑莓的畢竟多是商務人士,較少機會碰到年輕人手執黑莓,故感覺較「PRO」(專業也),兼且黑莓不但可收發電郵,也可睇彭博通訊,知道最新的財經資訊,兼且可使用其他多媒體服務,絕對不遜於iPhone4,而唯一的分別,可能就是那個鍵盤罷了。

黑莓供應商RIM話5月底止,首季黑莓出貨量1,120萬部,較去年同期增逾43%,登記帳戶逾4,600萬名,似乎未受威脅,但只要有金融機構帶動「叛變」,確實有機會由蘋果換黑莓。

(7月28日刊於《am730》)

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