植耀輝:港股續窄幅上落吉利(00175.HK)未屆吸納時
耀才證券研究部總監植耀輝稱,港股昨日(21日)走勢呈拉鋸格局,於26,000至26,300點水平附近上落。事實上,恆指過去三個交易日均於此水平爭持,成交量亦有所縮減,情況有點與6月中至7月中時,恆指於28,000至29,000點相似。現時背景與上月情況相若,投資者均等待中美貿易戰以及本地最新狀況,不同的是宏觀以至本地經濟環境已顯著轉差,所以除非兩大變數出現突破,否則以當前情況下,筆者相信後市仍有較大機會下試25,000點水平。
亦可談談個別板塊表現。吉利汽車(00175.HK)由於早前已發盈警以及下調全年銷售目標,故今次業績並不感到意外,不過關鍵在於下半年銷售能否出現反彈,以及會否有相關政策扶持。雖然可以預期下半年會推出更多新款新能源汽車,然而行業價格戰依然激烈以及經濟狀況變化仍會對相關行業有較負面影響。因此仍不建議投資者考慮。
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