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植耀輝: 續看25,000點攻防戰 濠賭股或受累賭收遜預期
阿思達克 09-02 11:51

耀才證券研究部總監植耀輝稱,業績期後,港股焦點將集中於經濟數據身上。內地製造業PMI數據遜預期,本週美國亦會公布就業數據,料會對美國經濟以至聯儲局月中議息有更大啟示。但論影響最大還是中美貿易談判進展以及本地政經局勢最新狀況。筆者依然對後市看法審慎,回落至25,000點機會相當高,亦重申現水平值博率不高,部署上仍以逢反彈減持。

個別板塊方面,澳門政府博彩監察協調局昨日(1日)公佈,8月博彩收入按年下跌8.6%至242.62億澳門元,表現遜市場預期,並為連續兩個月按年錄得下跌。由於數據欠佳,加上人民幣匯率疲弱,同時香港因素某程度上亦會減少內地旅客「港澳遊」意慾,相信未來賭收數字難有起色,故相關板塊暫不宜考慮。

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