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植耀輝:陰霾未消除港股續受壓匯控短期仍續「尋底」
阿思達克 08-12 10:46

耀才證券研究部總監植耀輝稱,港股上周再度出現顯著波動,畢竟困擾市場變數仍多,單是中美貿易最新局勢及演化,已教投資者無所適從。當然,正如筆者過去一直強調,貿易戰本質是美國打擊中國發展5G野心的一種手段,因此要達成共識的難度其實頗高,筆者亦一直對達成共識不抱期望。除此以外,仍要關注的因素包括內地零售銷售數據以及藍籌業績表現。基於前景依然不明朗,相信港股短期仍有下試25,000點之可能。

值得跟進匯控(00005.HK)一些最新消息。匯控上周出現人事變動,行政總裁范寧及大中華區行政總裁黃碧娟先後宣布辭職,外界對此亦感到相當意外。當然,箇中原因外界難以得知,只是連續有高管離職,不免令外界關注其未來發展會否出現變數。息率吸引是匯控近年一大賣點,不過論本業發展實在難有憧憬,特別是環球大部分央行又再「放水」,債息下跌對金融股不利,加上本地政經局勢緊張以至虛擬銀行挑戰,種種情況均對匯控頗不利,所以不太建議現階段「撈底」。

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