納指藥股好炒 港股後市難玩

2018/11/16 04:13:13 網誌分類: 經濟
16 Nov
          美股大炒新冠肺炎有藥醫,喺醫藥股帶動下急升911點,華爾街炒家借消息炒作之餘,頗有大力夾倉味道。

          美股前晚暴漲,炒作源頭係藥股Moderna Inc.聲稱,研發中的新冠肺炎疫苗有良好進展,試驗在人體可以產生大量抗體,消息披露後股價就爆升,同時帶動成個大市氣氛好轉。中環茶友有個係美股炒家,他早前聽消息入咗呢隻股份,見到股價近日不斷攀升,早前沽了部份貨收回成本,喺好消息公佈後再出貨。

          問他為甚麼會這樣快手收割呢?他笑言,這間公司未爆升前市值不過幾百億港元,不算是大型藥廠,近月股價喺20美元反覆升至80美元,累積升幅驚人,最重要係公司喺納斯達克市場上市。

        康希諾炒疫苗勁過美股

          納市公司發佈消息,同香港要經交易所同證監會審批不同,尺度相對寬鬆,總之管理層認可就可以披露,炒味特別濃,他炒納指股票通常都好短線,總之跟紅頂白,最緊要走位要快。今次納指推動美股上升,都有點借意夾倉機會,既然係隔山買牛,短線利潤可觀,賺夠就不妨離場,所以有好消息就不妨先食胡。

          藥業股當炒,喺這場疫潮中參與研發疫苗競賽的康希諾生物(6185)堪稱神仙股,升幅比茶友所炒的Moderna Inc.仲厲害。借住開發疫苗,該股近日由100元剷上來,過去兩個星期的大升浪中連漲九日,高見227元,創上市新高,收升6%,報226元,九日累飆50%。該股由22元招股價至今累升10倍,但相信由上市持貨至今的普通投資者少之又少。

          美股借住藥業股爆升,港股相對力度稍遜,恒指高開逾500點,盤中一度飆617點,高見24552點,創一周高位,其後維持約450點升幅,收報24388點,急漲453點,兩日累漲590點。主板成交金額1259億元,為上月17日以來最多。太古(019)揚4.56%,收報49.25元,為升幅最大藍籌股。

          恒指公司決定納入W股及S股,成為恒指及國指選股範疇,科網企巨阿里巴巴(9988)明顯跑贏大市,抽升逾3%,收報209.8元,成交額94.55億元,是成交額最多的港股;美團(3690)曾創上市高位,高見126.9元,終走高3.2%,收報125.8元;小米(1810)炒高5%,收報12.66元。美團、阿里巴巴、小米等入恒指有望,高盛發表報告指,假如成功入指數,將有170億美元和90億美元的被動資金,分別追隨恒指和國指,流入該三隻股份。

        留意兩會有無利淡消息

          恒指公司公佈諮詢總結,決定納入W股及第二上市公司(S股),成為恒指及國指選股範疇,相關新規有望增加企業來港上市集資的吸引力,港交所(388)成為另一強勢股,炒高4%,收報265.2元。早前港交所行政總裁李小加請辭,外界擔心繼任人選未必接到棒,陸羽仁卻認為港交所係食勢,多過靠個別高管。

          食勢其中之一就係中概股回流,港交所造好,其他刺激消息就係傳出美國納斯達克交易所(Nasdaq)收緊新股規定,傳將收緊中國小型首次公開招股(IPO),或可帶動部份企業轉而來港上市。加上傳內地第二大電商京東最快於6月初來港招股,集資約234億元。幾個消息一齊推動港交所走高,創約三個月高位,而且成交額谷到超過30億元。

          雖然美股氣氛好轉,但茶友中有人提醒今個星期內地召開兩會,過往兩會會有炒作概念,但今年不但無得炒,還要小心政治市風險,因為港人焦點集中在有無23條立法消息,若然有消息都係利淡居多。跟住外圍炒作之餘,亦要留意呢方面進展。

        陸羽仁

        
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