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耀才調查:九成半受訪散戶去年抽新股「有斬獲」 京東健康(06618.HK)獲利最高
阿思達克 02-22 09:33
耀才證券(01428.HK)於去年12月底至今年1月底進行散戶問卷調查,探討股民對後市去向看法,共收集逾1,800份有效問卷。調查結果顯示,約46%的受訪散戶指去年整體投資回報獲利一般,平均賺幅少於一成;36%的表示回報理想,平均賺幅達一成至三成。被問到去年投資獲利最多的板塊,約37%的受訪散戶表示「科技股帶來的利潤最豐厚」,而投資在新經濟股及醫藥股中得益最高的散戶則各佔約一成。

受惠於中概股回流赴港上市潮,去年的新股市場認購氣氛熾熱,參與認購新股的散戶急劇增加。調查發現成功認購新股的受訪散戶當中,佔95%在新股市場中「有斬獲」,78%的受訪散戶表示投資新股平均回報率亦達三成或以下,其中獲利最高的首五大新股包括京東健康(06618.HK)、泡泡瑪特(09992.HK)、京東集團(09618.HK)、思摩爾(06969.HK)及華潤萬象生活(01209.HK)。僅一成受訪散戶表示沒有抽新股或未能中簽。

另外,是次民意調查亦有訪問散戶對今年港股走勢的看法。逾七成受訪散戶預期今年港股企穩在28,000點以上,僅有5%的受訪散戶睇淡大市,認為恆指會回落到以24,000點以下。約36%的受訪散戶認為「中美關係和新任美國總統上場」是影響今年港股走勢最關鍵的因素;而此36%的受訪散戶當中,近九成三認為拜登上場或有望紓緩中美之間的緊張關係,是利好大市的主因。

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