財智語陸 [陳永陸] 2011 04 14[轉載]

[size=3][color=#0000ff][b]板塊輪炒形勢未變[/b][/color][/size]
[size=3][color=#0000ff][/color][/size]
核問題未有令日股繼續受壓，加上 A股造好，港股亦顯著回升。昨日已提過，核災只是一個藉口令港股借勢回吐。雖然大市短期需要鞏固，可是仍有不少股份出現輪流炒作的情況。
大家會問在資源價格出現調整的情況下，何以鋼鐵股仍有如此理想的表現？主要原因是日本重建概念及中國大量興建保障房下，市場相信內地的鋼鐵需求會上升，對鋼鐵股帶來支持作用。當中要留意鋼鐵股選擇不多，來來去去都是馬鋼（ 323）、重鋼（ 1053）或鞍鋼（ 347），之前因鋼業產能過盛令鋼價受壓，但始終市場對高質鋼的需求穩定，此類鋼價亦較為穩定，馬鋼要破日前建議的 4.60元短期目標，絕對不難。

騰訊有藉口炒波幅
另外，騰訊（ 700）主席馬化騰再因對冲合約減持股份，可是昨日股價急升近 3%，似乎市場已消化了有關消息。事實上，現在市場已將馬主席的減持行為，與當日思捷（ 330）作比較，只要業績理想，股價自然可以不受影響，如果馬主席的股份轉至基金手中，那麼在基金炒作推動下，股價可能會變得更強。
不過，投資者要注意當日邢李㷧減持思捷時，基金是以市價接貨，當然不會短期沽出套現，令思捷股價得到支持，可是現在馬主席是以市價三成沽出騰訊，所以基金任何時候套現亦可。正因為騰訊在現水平充滿「幻想」空間，反而更有藉口大炒波幅。
另外，高位調整的內房股昨日再度起動，內房受宏調消息影響不大，資金繼續輪流炒二三線股，內房股短期仍有力再上。
積弱已久的航運股昨日亦急升，概念來自對航空股的接力，及油價回吐運輸成本回落，但此等都是短炒的概念。我買航運股，是買經濟復蘇多於油價回吐。

來源 :HK Portal

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