中国松绑激励股价 手套股恐昙花一现
手套股
报道:林迪陞
(吉隆坡27日讯)中国或将放弃疫情清零政策,市场对该国的疫情发展预期,带动今日手套股大热回升,惟丰隆投行零售研究主管吴俊声认为,手套股的反弹只是暂时性,或许一两个月后就会回落。
吴俊声接受《南洋商报》电访时指出,目前市场预期中国在放松疫情管制后,将会爆发疫情飙升的现象,加上欧美各国在冬季也面对疫情恶化的情况,投资者因而涌向手套股。
“现在手套股的涨势,可以说是得益于主题趋势,还有跌深反弹的因素所致。”
无论如何,吴俊声并不认为手套股的涨势可以长期维持下去。他相信,随着中国疫情最终恢复正常,手套股的反弹或是昙花一现。
“中国突然放开疫情管控,当然会造成短时间的疫情飙升,但情况迟早会回到受控范围,预测该国需要大约一两个月的时间,在春节后让疫情回稳。”
他补充,当初印度的情况是个很好的参考案例。
“除非中国疫情失控,在松绑后一发不可收拾,否则手套股的涨势无法持久。”
众多手套股在今日显著上涨,其中反应最强的是全球最大手套制造商——顶级手套(TOPGLOV,7113,主板保健股)。
顶级手套涨幅明显,盘中一度大起8.5仙或10.37%,至90.5仙,同时交投也非常炽热,冲上全场热门榜第3名。
其他主要手套股的涨幅也相当可观。贺特佳(HARTA,5168,主板保健股)一度起14仙或8.28%,至1.83令吉;速柏玛(SUPERMX,7106,主板保健股)一度涨7.5仙或8.98%,至91仙。
至于高产柅品工业(KOSSAN,7153,主板保健股),则一度升5仙或4.42%,至1.18令吉。
手套股周二走势
https://www.enanyang.my/%E8%B4%A2%E7%BB%8F%E6%96%B0%E9%97%BB/%E4%B8%AD%E5%9B%BD%E6%9D%BE%E7%BB%91%E6%BF%80%E5%8A%B1%E8%82%A1%E4%BB%B7-%E6%89%8B%E5%A5%97%E8%82%A1%E6%81%90%E6%98%99%E8%8A%B1%E4%B8%80%E7%8E%B0
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