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3隻股票盡享港股呢輪升浪😄

踏入2021年,香港股票市場牛氣沖天,短短不足三個星期,恒生指數已經上升接近9%,表現好過海外其他市場,這種升勢會否持續?如何順應大趨勢?較簡單方法,留意三隻股票。

港股表現突出,主要受到內地資金的支持,從50多隻藍籌股表現可以看到,升得比較多的主要是一些主題性的股份,例如汽車股、石油股等復蘇概念,同時大部份仲係重磅的股份,所以輕易推動股市節節上升。

事實上,現時的投資環境極為複雜,在中美角力的政治陰霾下,幾隻重磅的藍籌股都受到美國制裁,不過就有內地資金力撐住,令到股價不跌反升,炒起石油股,除了毋懼美國制裁,還有就是搏經濟回復動力,對能源需求增加,所以預先偷步入市。至於香港本地的股份,受惠的自然是港交所(0388),其他的本地公用股更加乏善足陳。


圖: 恒生指數成份股年初以來表現(截至2021年1月18日)

北水南下的熱錢究竟可以持續多久,這都是未知數的,大家亦都不會預期可以升到年尾,始終資金可以來得快、走得急,以前經常都發生。這亦是香港股票市場的特色,特別是今年形勢比較複雜。

如果不想睇住升市,讓機會白白的溜走了,可以怎麼辦?簡單方法睇住呢三隻股票/ETF。

1. 港交所(0388)
大家要注意的就是,南下的資金是有選擇性的,資金亦都容易流出流入, 舞高弄低一輪之後, 瞬間又可以流走了☹️。 跟車太貼冇着數,倒不如考慮隻港交所,因為股票投資氣氛轉旺,最受惠自然就是經營股票買賣場所的港交所, 一般來說,股市暢旺港交所會做得好過大市, 不過,市況一靜,港交所亦都可以跌比人哋多。 換言之波動會比大市高,投資要小心這一點。

2. 盈富基金(2800)
無論資金如何賣出買入,只要一日沒有離開香港,始終都會尋找機會,炒完一輪錢唔走就會搵落後股, 我哋與其跟出跟入,倒不如一次過買齊一藍子的大藍籌, 即是盈富基金。

3. 恒生中國企業指數基金(2828)
這隻基金緊貼恒生中國企業指數表現。它跟盈富基金最大的分別就是,盈富基金追蹤的就是50多隻行業龍頭企業,這些企業可以來自香港、中國或其他不同的地方。而中國企業指數基金有名大家叫,主要是投資在中國的大型企業。

北水南下撐起港股,而北水一向喜歡買番自己較熟悉的中資股,(或因有政治任務在身), 近期的升市可以看到這隻ETF,表現比盈富基金好,至年初以來,恒生中國企業指數基金升了9.2%,盈富基金則升了8.8%,就是箇中原因之一。

再次一提,股市受資金推動, 投資氣氛轉旺,沒有人知會持續得久,投資時不要跟車太貼,不咁於睇住這個升勢,建議方法是保持距離,用一個大包圍方式入市,勝算機會不比投資個別股份低(除非閣下眼光獨到,或者做了深入研究的功夫)。

(19/1/2021)

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