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植耀辉: 美股反弹港股难受惠 建行(00939.HK)业绩乎预期
阿思达克 08-29 10:33

耀才证券研究部总监植耀辉称,美股隔晚(28日)有不俗表现,虽然开市早段走势偏弱,但其後在金融及零售股造好下出现反弹,最终道指上升258点或1%,标普500指数及纳指则分别上升0.65%及0.38%。

港股走势则相反,昨日高开後随即回落,其後於25,600至25,700点水平上落。中美贸易谈判未有新进展、本地形势依然未明,以及人民币汇率等因素均会继续困扰投资气氛。面对如此胶着状况,相信大市仍会呈窄幅上落,并於25,500点水平拉锯。另四大内银股开始陆续公布业绩,打头阵之建行(00939.HK)表现合乎预期,不过基於投资者关注内地经济以及未来净息差表现,股价实在难有憧憬,故建议继续观望为上。

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