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植耀輝: 美股反彈港股難受惠 建行(00939.HK)業績乎預期
阿思達克 08-29 10:33

耀才證券研究部總監植耀輝稱,美股隔晚(28日)有不俗表現,雖然開市早段走勢偏弱,但其後在金融及零售股造好下出現反彈,最終道指上升258點或1%,標普500指數及納指則分別上升0.65%及0.38%。

港股走勢則相反,昨日高開後隨即回落,其後於25,600至25,700點水平上落。中美貿易談判未有新進展、本地形勢依然未明,以及人民幣匯率等因素均會繼續困擾投資氣氛。面對如此膠著狀況,相信大市仍會呈窄幅上落,並於25,500點水平拉鋸。另四大內銀股開始陸續公布業績,打頭陣之建行(00939.HK)表現合乎預期,不過基於投資者關注內地經濟以及未來淨息差表現,股價實在難有憧憬,故建議繼續觀望為上。

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