植耀辉: 港股後市变数多 浅谈另类ETF
耀才植耀辉表示,投资气氛果然「话变就变」,上周大家还热炒中美贸易谈判应该有望达成初步协议,更会撤销部分关税,消息令恒指大升550点;然而美国总统特朗普大泼冷水,即使为大市气氛「降温」,更因本地局势又再变得不明朗,恒指周一便大跌724点,跌破27,000点关口;昨日虽见反弹,但弹幅亦相当有限。笔者上周便已提醒各位勿对中美贸易谈判有太大憧憬,要谨记双方虽然各有逼切性去解决贸易战(特朗普有「通乌门」弹劾之内忧,中方则面对经济挑战),但基於双方核心价值不同,所以实际上要有一满意结果将极具挑战,亦非短时间能解决矣!当然,後市另一变数亦要视乎本地因素以及今日腾讯(00700.HK)业绩表现,预期港股暂於26,500-27,200点上落。
说到跌市,不少投资者近年开始留意反向ETF,这些产品其实早年已盛行於美国等地区,部分更会有三倍杠杆;至於本地市场现时最高则有两倍杠杆。不过笔者今日打算跟各位介绍一下各地一些较有趣之ETF产品。
现时投资市场最担心的是什麽?就是中美之间的贸易战。有公司便因贸易战而推出一只与贸易战相关之ETF,概念就是拣选全球一些与贸易战较低之股份,例如在科技领域拥有领先地位,又或本身拥有强大专利权之企业。不过相关规模不大,而且成立时间不长,因此效果及表现仍有待观望。
云计算及大数据分析同样是近年热门概念。有见及此,不少机构亦发行了相关行业之ETF,选取之企业亦是人所共知较大型之公司,包括微软、Dropbox及IBM等。
不过,较特别的可能就是以下所介绍的一只有关Gig Economy 概念ETF。所谓Gig Economy,中文称为「零工经济」,「是指利用网站或应用程式在网上签订合同,快速配对双方需求而获得额外收入,不受工作时间、地方及雇主限制」,亦即类似Uber之类。这类公司亦有一些另类「轻资产」概念,就是本身除平台外没有其他太多额外成本,但却可以从中获得分成。当然,这类企业大部分仍在苦苦经营中,所以相关ETF於成立至今今表现亦未见太突出。
最後一只想介绍的ETF则相当特别,就是投资与太空探索相关之范畴,所拣选之领域包括卫星火箭、太空军用科技以至无线传输及探索等。自成立至今规模持续扩大,迄今已达1,271万美元,有兴趣探索宇宙之的朋友不妨了解一下。
笔者并未持有相关股份~
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