植耀辉: 科技股累升大续调整 港股捞底只宜小注
耀才证券研究部总监植耀辉称,科技股继续成为焦点,不过与之前情况不同。以往大家谈论的是科技股「升完未」,但过去数个交易日则是「跌够未」?就以Tesla为例,由於未被纳入标普500指数成份股,股价隔晚再跌21%!当然,Tesla作为电动车龙头,其估值是否已「超贵」见仁见智,但累积升幅惊人是不争事实,相信股价还会十分波动,持货者要绑紧安全带!
除了Tesla外,亦值得跟大家分享一下其他车企的最新消息。近期看有关长汽(02333.HK)消息,第一下感觉是怀疑自己是否看错了另一间公司─「柠檬」、「坦克」及「咖啡智能」为何会与长汽扯上关系?原来长汽未来发展之大计正是以此为名,当中「柠檬」及「坦克」为长汽两大智能化技术平台之品牌,「咖啡智能」则是集团所开发的汽车智能系统。
先谈「柠檬」。根据官方介绍,「柠檬」为全球化高智能模块化技术平台,具高性能、高安全性及轻量化等特点,并覆盖全球SUV、轿车、MPV市场。简单而言就是提升汽车性能,以及优化车身结构;至於「坦克」则定位为全球智能专业越野平台,同样是以提升效能为目标。据称长汽花了5年时间并投入超过200亿元人民币才打造出此两大平台,两者并已通过全球超过600万公里道路测试及76种全球道路和极限环境测试。
至於「咖啡智能」则属於智能化品牌,标榜「将生活注入技术」,并涵盖智能座舱、智能驾驶及智能电子电气架构。综合来说就是长汽透过以上三者打造全新之产业链(包括研发、设计及生产等)。转型是否成功现阶段仍有待观察,但长汽股价自7月开始连升两个月之余至今累升近一倍,某程度上反映投资界对长汽今次部署抱有相当大期望。不过笔者觉得若要拣车股的话其实尚有其他选择,下周再跟大家分享。
最後亦要谈谈大市。港股昨日虽然力守24,600点,但不少早前急升之板块如物管、新经济股跌势显着,基於累积升幅惊人,一旦避险意识升温,亦势必会先行止赚沽货离场。而且後市情况依然相当不明朗,美股波动性增加,美国政府针对中国企业之手段亦有增无减,令後市波动加剧,相信恒指即使未虞大跌,只是走势亦不乐观,即使搏捞底想入市亦只宜小注怡情矣!
笔者并未持有相关股份~
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