植耀辉:特朗普「发难」港股势下试27,000点
耀才证券研究部总监植耀辉称,港股昨日(8月1日)再度下跌,跌势较显着股份依然是本地概念相关板块,反映连串社会运动已对港股带来影响。事实上,即使减息幅度乎预期,以至中美贸易谈判无甚进展,但本地政经局势之不明朗,令投资者对後市抱悲观看法。加上美国总统特朗普突然「发难」,宣布将於下月向3,000亿美元商品徵收10%关税,令市况更加动荡。笔者相信如短期内有关情况未见改善,後市有相当大机会需考验27,000点甚至更低水平。
值得谈谈的是友邦(01299.HK),股价已连跌七个交易日。论业务表现笔者对其相当有信心,特别是东南亚市场以及内地新业务价值表现仍可看高一线;然而近期社会活动或影响内地居民南下购买保险产品意欲,有机会影响未来友邦香港业绩表现,股价下跌可能正是反映当前情况。如业绩表现理想,笔者相信股价有力出现反弹,只是能否真正「翻身」,仍需视乎香港政经局势变化,暂建议76元以下可考虑分阶段吸纳,博业绩理想反弹至85元以上水平。
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