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植耀辉: 续看25,000点攻防战 濠赌股或受累赌收逊预期
阿思达克 09-02 11:51

耀才证券研究部总监植耀辉称,业绩期後,港股焦点将集中於经济数据身上。内地制造业PMI数据逊预期,本周美国亦会公布就业数据,料会对美国经济以至联储局月中议息有更大启示。但论影响最大还是中美贸易谈判进展以及本地政经局势最新状况。笔者依然对後市看法审慎,回落至25,000点机会相当高,亦重申现水平值博率不高,部署上仍以逢反弹减持。

个别板块方面,澳门政府博彩监察协调局昨日(1日)公布,8月博彩收入按年下跌8.6%至242.62亿澳门元,表现逊市场预期,并为连续两个月按年录得下跌。由於数据欠佳,加上人民币汇率疲弱,同时香港因素某程度上亦会减少内地旅客「港澳游」意慾,相信未来赌收数字难有起色,故相关板块暂不宜考虑。

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