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植耀辉: 弃港股吸A股成新常态
阿思达克 09-03 10:55

耀才证券研究部总监植耀辉称,踏入9月份,港股弱势仍未见改善。相比之下,A股近期走势更佳,毕竟内地投资气氛有所改善,特别是海外投资者持续吸纳内地白马股;反观港股,与本地相关之概念股份走势疲弱,同时受中美贸易谈判消息拖累。「弃港股而吸A股」似乎成为了近期其中一个明显状况。笔者相信,港股短期颓势难以扭转,亦对後市看法持续审慎。因此预期回落至25,000点的机会仍相当高,亦重申现水平值博率不高,部署上仍以逢反弹减持。

股份方面,兖州煤业(01171.HK)股价昨日(2日)急升,主要是受派发特别息一元人民币消息支持。对上一次兖煤派发特别息该要数到98年。无疑今次派息相当吸引,除了派息比率高达85%外,预期息率(单计中期)已超过13厘!不过,煤炭行业基本面仍不明朗,虽然预期煤价未来一至两个月出现反弹,然而预期煤价持续大升机会不高,故不建议现阶段追入。

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