Market Brief

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Author

劉啟聰先生(Norman Lau)
輝立資本管理 - 投資經理

善於分析投資市場狀況,於証券及銀行經驗逾12年,活躍於商界活動及交流,主要為客戶提供各類型資產管理包括股票、期貨、期權及新股交易。精於以創新模式經營業務及其專業分析,為私人客戶提供專業意見、投資策略及資金分配技巧,深得客戶支持。
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數據顯示港股先小休 2018新股市場令人期待

Thursday, December 07, 2017 Views4155

有參與股票市場一定年期的投資者,相信都知道,香港股市繼2007-2008年高峰後,因環球經濟問題,沉靜接近10年時間,終於在今2017年內,出現一個較突破性的格局。

承如早前所預測,今年港股恆指目標為30,000點,最終在指數一鼓作氣的情況下提早達標。

 

- 在恒生指數3萬點附近,集結大量熊証重貨、期指重倉區的誘因之下,股市明顯以幾只指數權重股先行夾上,如騰訊 (0700)、友邦保險 AIA(1299)、匯豐 HSBC(0005),大量完成清理看淡方權証及合約。

- 截至現時來看,股市年內累積升幅不少,加上沽空和獲利盤湧現,短線要先承受一段沽壓。

 

市場拆息率顯示資金流改變

 同期間觀察所得,香港銀行公會網站公佈的Hibor Rate (港元利息結算利率)回穩,1個月利率回落至1.074水平,顯示資金回流至銀行體系,先前市場由新股熱潮,所引發的資金緊張情況暫時有所改變。

- 步入12月至農曆新年期間,假期日數為全年最多,加上國內春運期間中國股票休市,一般停留在股市的資金,都相應較平常為少,

- 預期2017年底前要見資金轉樂觀,大幅流入股市的機會相對較細。

 

新股市場

 - 投資銀行近期不斷出動,拜訪及建議成熟科企上市,令近日科網巨企步署上市的消息不斷流出。

- 2018年我們有望,見內地智能手機製造商 - 小米,以及騰訊旗下的騰訊音樂,在港進行IPO(首次公開招股),令人期待!

 

相信會令股票市場生色不少!

 

最後更新日期: 2017.12.07

 

劉啟聰先生 (Norman Lau)

 輝立資本管理 - 投資經理

 証券及銀行經驗逾13年,主要為個人或公司客戶提供投資服務,包括股票、債券、期貨期權及新股交易。善於分析投資市場狀況, 為其私人客戶或專業投資者,提供專業投資意見及資金配置方案。

 

• 註:本人劉啟聰為證監會持牌人士。截至本評論文章發表日止,本人及/或其有聯繫者並無持有全部提及之証券的所有相關財務權益。

 

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