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植耀辉: 美股个别发展 降准刺激恐难持久
阿思达克 09-09 11:07

耀才证券研究部总监植耀辉称,美国就业数据好坏参半,美股则呈个别发展,当中道指上升69点或0.26%,标普500指数则仅微升2点,纳指则下跌13点,收报8,130点。

回说中港股市方面,中国人民银行上周五(6日)终於「降准」,但对今日股市表现却未必会有太大帮助,皆因「降准」消息早已被消化,而且本地状况依然令人寝食难安,由於上周三(4日)大市急升近千点,笔者认为已过份反映本地因素,因此除非再有突破发展,否则要企稳26,000点有一定难度。

板块方面,汽车股吉利(00175.HK)公布八月汽车销售数据,销量按年下跌19%至10.12万辆,环比则回升11%;总计首8个月销量按年减少17%至84.43万辆,完成经修订後全年目标的62%。如要达至今年全年目标136万辆,则余下四个月平均每月销量须达到接近13万辆,而未来两个月亦属关键,皆因「金九银十」效应以及吉利将会有多款新能源汽车推出,且看能否有助销情反弹。至於股价由於短期已见反弹,故暂只宜观望。

(笔者并未持有相关股份)

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