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梁延斌

再看深港通

2016-12-09

昨晚歐洲央行宣布延長購債至明年底,雖然縮減購債規模,但都帶動歐美市場上升,可惜的是恆指今早低開96點後續跌,其後國內公布優於預期的通脹數據,隨後恆指表現反覆,最終全日跌100點,收報22,760點。
 

沽壓主要來自濠賭股,因為市傳澳門政府會把銀聯卡在澳門ATM機提款上限大降一半 ,雖然其後銀聯稱內地銀行卡在海外取現額度未變,但濠賭股依然收低;幸好本地地產股表現向好,抵消了部份跌幅。
 

深港通在本星期初啓動,惟市場對此的反應不大,反倒有一些“借好消息出貨”的味道,最大的原因很可能是年末交投淡薄,因為很多歐美的基金經理在感恩節假期後都不會有太大的動作,加上今年農曆新年也早,相信國內投資者們也不會大舉出擊!
 

雖則如些,也是有只我們熟悉的股份有好表現的,就是匯控(00005.HK), 本星期匯控累計升幅逹7.52%,表現不錯,當然受惠於股份的回購,但另一樣東西也很重要是看到大戶對其的成交也頗活躍,這點很重要,大家回想一下,今年中已批准國內的基金和險資通過港股通買入港股,而這些“大戶”很可能是港股的先頭部隊,而往往這些資金,特別是險資首選的多數會是規模較大,穩陣和有較高股息的股份,匯控很可能已經率先受惠,反觀其他同業的情況又好像不大一樣;而香港的大型本地地產股會又會否是他們另一個投資目標呢?因為不少內地地產商在近年已經活躍於本地市場,但內地大戶又會否作出同樣的策略呢?這也是要多多留意的地方!

 


(筆者梁延斌為證監會持牌人士, 並沒持有上述股份權益)

 


風險聲明:-
 

本文提供之內容僅供參考 並不構成要約、招攬或邀請、宣傳、誘使、任何不論種類或形式之申述或立任何交易的任何建議或推薦。若干投資產品並非適合每位投資者, 投資者須因應本身之投資經驗、投資目標、財政資源及其他相關條件, 小心衡量本身是可適合參予有關買賣。投資產品的價格及其收益可升亦可跌, 在若干情況下投資者可能會損失全部資本。

(The above displayed are just writers’ own opinions and for readers’ reference only. Financial markets are volatile and please be careful of the risks.)NOTICE

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