Thursday, May 08, 2008

壞消息又出籠

先講中國移動(941),因為該集團今日早上召開股東周年大會,董事長王建宙相信會親自出席,聽聞他有特別消息要公布,是否夠震撼就未知,但作為重磅股,怎樣也要留意葫蘆裡賣甚麼藥。

至於昨日大市就被內地負面消息做借口推低。話說昨日早上內地傳出上海副市長屠光紹被捕,而這個傳聞在證券界引起關注,有朋友在網上見到傳屠光紹「雙規」等言論,但想再進一步細閱,有關資訊已被刪去,莫奈何,而真真假假未清楚之前,必惹恐慌,淡友當然趁機出動。

消息觸發賣盤出現,恒指早上已應聲加速跌勢,由26,200點走落迫近25,600點,國企股指數更一下子不見了逾400點,之後更無力收復失地,恒指單日挫2.48%,國企股指數更大跌3.6%。

上海相關股份就遭殃,上海實業(363)曾低見31.65元,收市依然跌了2.88%至32元,上海集優(2345)瀉5%至1.9元,錦江酒店(2006)跌5.3%至2.48元,上海証大(755)更大挫7.1%至0.26元。

不要少看這個消息的影響性,可知年紀還不到50歲的屠光紹,過去曾擔任上海證券交易所總經理;中國證券監督管理委員會黨委委員、秘書長等與金融市場有聯繫的要職,並剛於07年12月正式擔任上海市委常委及副市長,而在上海副市長中,更在常務副市長楊雄之後,反映有一定政治份量。

更重要的是,屠光紹這位副市長專責金融事務,還分管財政和稅務等同錢有關的環節,所以他的一舉一動,難免會觸動市場的神經,再加上之前發生陳良宇事件,究竟會否對上海經濟再踩多腳,就要睇真點。

禤中怡見到上海市政府發言人未有直接答屠光紹被捕傳聞,只話屠氏仍繼續負責一個論壇。按照不成文規定,在市政府的網站內仍見到他的相片,兼且仍有工作在身,代表依然安坐其位。不過,所謂空穴來風,未必無因,大家宜留意是淡友製造假象,還是另有後著。

另一個壞消息,就是陸續爆出內地上市公司未有依照指導意見,利用大宗交易系統疏導大小非股份(大非即非流通股佔總股本5%以上,小非則為非流通股佔總股本5%以下)。深圳上市公司冠福家用的大股東減持限售股份時,違規在市場沽售逾1.19%股權,而上海交易所掛牌的四川宏達,其兩個主要股東亦分別在市場拋售逾1%股權,遭中國證監會調查。

這種無視紀律的行為會否演變成效法的對象,無疑令市場感憂慮,亦顯示現階段監管機構,根本無力控制限售股,在股市大量湧現所帶來的負面影響。

(5月8日刊於《am730》)

3 Comments:

At 10:30 AM, Blogger oakleyses said...

oakley sunglasses, ray ban sunglasses, coach purses, oakley sunglasses, louboutin, air max, polo ralph lauren outlet, tiffany and co, longchamp handbags, louis vuitton handbags, nike shoes, longchamp handbags, louis vuitton, louis vuitton outlet, polo ralph lauren outlet, michael kors outlet, jordan shoes, michael kors outlet, michael kors outlet, kate spade outlet, true religion jeans, prada handbags, christian louboutin shoes, chanel handbags, nike free, louis vuitton outlet, gucci outlet, air max, burberry outlet, ray ban sunglasses, coach outlet, prada outlet, oakley sunglasses cheap, burberry outlet, tory burch outlet, louis vuitton outlet stores, michael kors outlet, louboutin, kate spade handbags, louboutin outlet, true religion jeans, coach outlet store online, michael kors outlet, coach factory outlet, tiffany and co, michael kors outlet, longchamp outlet

 
At 10:40 AM, Blogger oakleyses said...

soccer jerseys, marc jacobs, canada goose, canada goose, ghd, nfl jerseys, nike huarache, north face outlet, ugg pas cher, ferragamo shoes, ugg, asics running shoes, mac cosmetics, birkin bag, valentino shoes, vans shoes, giuseppe zanotti, instyler, longchamp, reebok outlet, hollister, bottega veneta, chi flat iron, canada goose jackets, ugg australia, mcm handbags, mont blanc, abercrombie and fitch, uggs outlet, soccer shoes, jimmy choo outlet, canada goose uk, insanity workout, beats by dre, canada goose outlet, babyliss pro, new balance shoes, nike roshe run, celine handbags, wedding dresses, canada goose, lululemon outlet, ugg boots, north face jackets, rolex watches, herve leger, ugg boots, p90x

 
At 10:27 AM, Blogger 艾丰 said...

jianbin1201
michael kors outlet sale
tory burch handbags
prada handbags
puma shoes
michael kors handbags wholesale
fitflop outlet
canada goose sale
michael kors online outlet
wedding dresses
michael kors handbags
uggs on sale
ugg clearance
tods shoes
bottega veneta outlet online
uggs outlet
links of london uk
replica watches
nike shoes
arizona cardinals
mont blanc
lululemon outlet store
miami dolphins
basketball shoes
cleveland cavaliers
michael kors handbags,michael kors outlet,michael kors,kors outlet,michael kors outlet online,michael kors outlet online sale,michael kors handbags clearance,michael kors purses,michaelkors.com,michael kors bags,michael kors shoes,michaelkors,cheap michael kors
michael kors outlet online
salomon speedcross 3
abercrombie fitch
iphone cases
cheap oakley sunglasses
louis vuitton uk
nike huarache
woolrich clothing
celine outlet online

 

Post a Comment

<< Home