植耀輝: 美股個別發展 降準刺激恐難持久
耀才證券研究部總監植耀輝稱,美國就業數據好壞參半,美股則呈個別發展,當中道指上升69點或0.26%,標普500指數則僅微升2點,納指則下跌13點,收報8,130點。
回說中港股市方面,中國人民銀行上週五(6日)終於「降準」,但對今日股市表現卻未必會有太大幫助,皆因「降準」消息早已被消化,而且本地狀況依然令人寢食難安,由於上週三(4日)大市急升近千點,筆者認為已過份反映本地因素,因此除非再有突破發展,否則要企穩26,000點有一定難度。
板塊方面,汽車股吉利(00175.HK)公布八月汽車銷售數據,銷量按年下跌19%至10.12萬輛,環比則回升11%;總計首8個月銷量按年減少17%至84.43萬輛,完成經修訂後全年目標的62%。如要達至今年全年目標136萬輛,則餘下四個月平均每月銷量須達到接近13萬輛,而未來兩個月亦屬關鍵,皆因「金九銀十」效應以及吉利將會有多款新能源汽車推出,且看能否有助銷情反彈。至於股價由於短期已見反彈,故暫只宜觀望。
(筆者並未持有相關股份)
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