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植耀輝: 科技股累升大續調整 港股撈底只宜小注
阿思達克 09-09 10:26
耀才證券研究部總監植耀輝稱,科技股繼續成為焦點,不過與之前情況不同。以往大家談論的是科技股「升完未」,但過去數個交易日則是「跌夠未」?就以Tesla為例,由於未被納入標普500指數成份股,股價隔晚再跌21%!當然,Tesla作為電動車龍頭,其估值是否已「超貴」見仁見智,但累積升幅驚人是不爭事實,相信股價還會十分波動,持貨者要綁緊安全帶!

除了Tesla外,亦值得跟大家分享一下其他車企的最新消息。近期看有關長汽(02333.HK)消息,第一下感覺是懷疑自己是否看錯了另一間公司─「檸檬」、「坦克」及「咖啡智能」為何會與長汽扯上關係?原來長汽未來發展之大計正是以此為名,當中「檸檬」及「坦克」為長汽兩大智能化技術平台之品牌,「咖啡智能」則是集團所開發的汽車智能系統。

先談「檸檬」。根據官方介紹,「檸檬」為全球化高智能模塊化技術平台,具高性能、高安全性及輕量化等特點,並覆蓋全球SUV、轎車、MPV市場。簡單而言就是提升汽車性能,以及優化車身結構;至於「坦克」則定位為全球智能專業越野平台,同樣是以提升效能為目標。據稱長汽花了5年時間並投入超過200億元人民幣才打造出此兩大平台,兩者並已通過全球超過600萬公里道路測試及76種全球道路和極限環境測試。

至於「咖啡智能」則屬於智能化品牌,標榜「將生活注入技術」,並涵蓋智能座艙、智能駕駛及智能電子電氣架構。綜合來說就是長汽透過以上三者打造全新之產業鏈(包括研發、設計及生產等)。轉型是否成功現階段仍有待觀察,但長汽股價自7月開始連升兩個月之餘至今累升近一倍,某程度上反映投資界對長汽今次部署抱有相當大期望。不過筆者覺得若要揀車股的話其實尚有其他選擇,下週再跟大家分享。

最後亦要談談大市。港股昨日雖然力守24,600點,但不少早前急升之板塊如物管、新經濟股跌勢顯著,基於累積升幅驚人,一旦避險意識升溫,亦勢必會先行止賺沽貨離場。而且後市情況依然相當不明朗,美股波動性增加,美國政府針對中國企業之手段亦有增無減,令後市波動加劇,相信恆指即使未虞大跌,只是走勢亦不樂觀,即使搏撈底想入市亦只宜小注怡情矣!

筆者並未持有相關股份~

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