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植耀輝:特朗普「發難」港股勢下試27,000點
阿思達克 08-02 11:26

耀才證券研究部總監植耀輝稱,港股昨日(8月1日)再度下跌,跌勢較顯著股份依然是本地概念相關板塊,反映連串社會運動已對港股帶來影響。事實上,即使減息幅度乎預期,以至中美貿易談判無甚進展,但本地政經局勢之不明朗,令投資者對後市抱悲觀看法。加上美國總統特朗普突然「發難」,宣布將於下月向3,000億美元商品徵收10%關稅,令市況更加動盪。筆者相信如短期內有關情況未見改善,後市有相當大機會需考驗27,000點甚至更低水平。

值得談談的是友邦(01299.HK),股價已連跌七個交易日。論業務表現筆者對其相當有信心,特別是東南亞市場以及內地新業務價值表現仍可看高一線;然而近期社會活動或影響內地居民南下購買保險產品意欲,有機會影響未來友邦香港業績表現,股價下跌可能正是反映當前情況。如業績表現理想,筆者相信股價有力出現反彈,只是能否真正「翻身」,仍需視乎香港政經局勢變化,暫建議76元以下可考慮分階段吸納,博業績理想反彈至85元以上水平。

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