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植耀輝:美股業績期續波動恆指成交淡續呈上落市
阿思達克 07-15 11:03

耀才證券研究部總監植耀輝稱,美股上周持續創新高,聯儲局主席鮑威爾應記一功,皆因他在聯証會上釋出鴿派信號,7月底減息應無太大懸念矣。只是減息理據是否充分實在見仁見智,面對美國總統特朗普的持續「口炮」下,「跪低」亦屬情理之中,但聯儲局多年建立的獨立性恐怕已被破壞,未來息口去向,相信又會成為特朗普爭取選票的一大手段。另一方面,美股即將踏入業績發布期,且看能否再助美股一把!

至於港股上周表現一般,累跌約300點,不過成交量則明顯有所萎縮,反映投資者入市意慾不高,這亦是近日其中一個港股難已作出突破之主要原因。然而由金融市場仍然存在多個變數,加上企業盈警消息不斷,恐怕港股要在業績期後始有機會有較清晰方向。而恆指則繼續於28,000至29,000點上落。

板塊方面,要留意今日(15日)啤酒相關板塊表現,皆因上周百威(01876.HK)宣布撤回上市,雖然預期對整體市況影響不大,但啤酒板塊本身估值不低,消息會對相關股份有一定影響,筆者亦認為暫時只宜觀望,暫未適宜吸納。

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