植耀辉:美股业绩期续波动恒指成交淡续呈上落市
耀才证券研究部总监植耀辉称,美股上周持续创新高,联储局主席鲍威尔应记一功,皆因他在联证会上释出鸽派信号,7月底减息应无太大悬念矣。只是减息理据是否充分实在见仁见智,面对美国总统特朗普的持续「口炮」下,「跪低」亦属情理之中,但联储局多年建立的独立性恐怕已被破坏,未来息口去向,相信又会成为特朗普争取选票的一大手段。另一方面,美股即将踏入业绩发布期,且看能否再助美股一把!
至於港股上周表现一般,累跌约300点,不过成交量则明显有所萎缩,反映投资者入市意慾不高,这亦是近日其中一个港股难已作出突破之主要原因。然而由金融市场仍然存在多个变数,加上企业盈警消息不断,恐怕港股要在业绩期後始有机会有较清晰方向。而恒指则继续於28,000至29,000点上落。
板块方面,要留意今日(15日)啤酒相关板块表现,皆因上周百威(01876.HK)宣布撤回上市,虽然预期对整体市况影响不大,但啤酒板块本身估值不低,消息会对相关股份有一定影响,笔者亦认为暂时只宜观望,暂未适宜吸纳。
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