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植耀輝:超導體概念易中伏 港股投資信心仍不足
耀才證券研究部總監植耀輝稱,繼AI後,本周投資市場又有新一番炒作,今次主角為「室溫超導體」。超導體簡單概念就是零電阻材料,但只能於極端環境下才能運作(如零下100度或10萬位大氣壓力)。但上周六(7月29日)網上突然出現一篇由南韓學者撰寫之論文,指能透過相對簡單之方法便可在室溫中達致超導體(他們名命為LK-99)效果。筆者當日有見到相關消息,亦隨即作有限度研究。 當然,若成功的話肯定會為全球帶來重大改變,出現第四次工業革命亦非誇張。當然,研究是否屬實則尚須考證,不過資金已「行先一步」。尚未有盈利基礎之美國超導體(AMSC.US)於周二股價便大升六成,反映投資者對新鮮事趨之若鶩。不過,現時「室溫超導體」仍只屬概念,相關炒作很快便會「熄火」。所以建議大家不要冒險高追矣! 至於港股方面,恆指在七月最後五個交易日發力下成功突破筆者早前訂下兩萬關之目標,本周最高暫見20,331點,內地接連推出刺激內需及扶持民企措施,一度為港股與A股注入強心針,不過過去三個交易日恆指持續回落,反映投資者對後市仍頗有保留。筆者初步仍維持本月20,500點之看法,原因依舊離不開內房債務問題及關注企績表現。現階段仍會密切觀察內地經濟最新狀況,以及會否有更多穩經濟措施出台,畢竟市場信心是否能恢復須時間考證。 (筆者為證監會持牌人,並未持有相關股份) ********* 美股續跌 港股有望反彈 耀才研究部稱,美股隔晚(3日)微跌,三大指數跌幅介乎0.1%至0.25%。今日(4日)當地將公布非農數據,表現對美股前景會有較大啟示。至於金龍指數則有不俗表現,升幅達到3.5%。 至於港股方面,昨日走勢相當反覆,開市早段曾低見19,369點,午後受A股造好帶動倒升,惟很快又再度回落,最終恆指收報19,420點,下跌96點或0.49%,科技指數則靠穩,升0.4%,成交則為1,011.6億元。成份股個別發展,創科(00669.HK)連續多日造好,內險股亦有好表現,不過百威亞太(01876.HK)業績後則見沽壓。值得一提的是恆大物業(06666.HK),昨日復牌後股大跌47%,最新市值僅131億元。由於隔晚中概股反彈,加上今日內地發改委等舉行發布會,料有利今日港股與A股投資氣氛。 技術走勢方面,恆指連跌第三個交易日,並失守100天線水平,走勢上明顯轉差,若進一步失守250天線(19,304點),則意味恆指本輪反彈或已告一段落,後市將考驗19,000點關口。 (筆者為證監會持牌人)~
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