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港股今年跌2成 市值蒸發3.5萬億 @ 2011-12-31T06: Back Hot News
Keyword:港股
Concept:
野村推介了9只港股,包括雅居樂(03383)、農行(01288)、光大國際(00257)、國壽(02628)、蒙牛(02319)、中鐵建(01186)、國美(00493)、中石化(00386)、中興通訊(00763)。表現最佳推介為中石化,年初至今累升11%。原本蒙牛今年表現突出,豈料在結束2011年卻爆出了問題產品,股價於12月28日急跌2成,一下子蒸發了全年升幅。至於野村最不濟的推介是中鐵建,全年跌約5成。
恆指去年最後一個交易日收報 23035 點,截至上周五 (12 月 23 日) 收報 18629 點,累計跌 4406 點,相當於 19.1% 跌幅。息口低企、環球資金充裕加上人民幣升值預期,令各大行去年底均相信資金會持續流入港股,紛紛開出「極牛」預測。法巴當時預測,恆指今年可高見 32000 點。在多家外資投行當中,以花旗最保守,該行去年底估恆指 2011 年底目標為 26500 點。

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