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10倍大牛股誕生,盤點2022年股市印鈔機

2022年即將步入尾聲,在俄烏戰爭、疫情反復、通脹高燒和持續加息的陰影籠罩下,全球主要股指無一上漲,納指全年跌超30%熊冠全球,滬深300跌超20%,恒指跌超18%。但弱市之下也上演了數波大奇跡日,翻倍牛股頻頻出現,上期盤點了2022年美股市場ETF最強榜,本期將為您復盤2022年港美股市場的十大牛股。

2021年跌入深淵,2022年涅槃重生,新東方線上(1797.HK)以近10倍的漲幅遙遙領先。董宇輝的「文化人帶貨」讓東方甄選爆紅,其股價也從6月開始坐上火箭,頻頻刷新歷史新高,並帶動母公司新東方(9901.HK)股價近乎翻倍。

山東新華製藥(0719.HK)漲1.2倍,其中12月的漲幅就高達90%,也正是從12月初防疫政策優化後,「搶藥大戰」轟轟烈烈上演,作為布洛芬巨頭,新華製藥的股票也被資本市場搶瘋了。

此外,俄烏衝突後,國際油運市場運價全年持續上行,中遠海能(1138.HK)受益於此盈利大幅改善,股價隨之上漲1.1倍。

2022年走勢最好的10隻美股中,有8隻都是能源股,這與上期講到的能源ETF稱霸美股一致。俄烏衝突導致的全球能源供應中斷成為石油和天然氣生產商的催化劑,能源是標普500指數中唯一累計上漲的板塊。

西方石油(OXY)以1.2倍的漲幅位居榜首,這家曾一度瀕臨破產的公司,因為股神巴菲特的不斷買入而魚躍龍門,巴菲特旗下的伯克希爾從第一季度開始買入西方石油的股票,FactSet的資料顯示,截至第三季度末,伯克希爾對西方石油普通股的持股比例已經升至21.38%。

值得一提的是,12月21日,埃克森美孚(XOM)市值一舉超過特斯拉,這是自2020年來的首次,標誌著「舊能源」反超了「新能源」。

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