植耀輝: 美股續受制中美貿易消息 港金融股宜續觀望
耀才證券研究部總監植耀輝稱,美股隔晚(9日)造好,受到對中美貿易談判有所憧憬有關。當中道指上升181點或0.7%,收報26,346點,標普500點上升0.9%至2,919點,納指則收報7,903點,上升約1%。
港股方面,受美股隔晚大跌,以及投資者繼續關注中美貿易談判進展下,港股表現較疲弱,並失守25,700點水平。由於大市氣氛以及形勢並不樂觀,相信大市進一步回落機會仍高,繼續看25,000點支持。
值得一提的是本地金融股,受摩根士丹利唱淡下,股價出現顯著回落,當中恆生(00011.HK)及中銀香港(02388.HK)便分別下跌3.3%及2.1%,匯控(00005.HK)及渣打(02888.HK)亦分別下跌0.6%及0.9%。大摩的理據不外乎是以下三點:環球減息導致息差收窄、本地經濟狀況欠佳以及未來面對虛擬銀行競爭等。
有關負面因素其實投資者亦早已知曉,只是「摩笛」一出,便成為投資者進一步沽貨借口而已。當然,現價是否已反映相關負面因素仍有待觀察,畢竟一旦本地經濟狀況仍未見有改善,相關板塊估值或會進一步下跌,因此暫只宜作進一步觀望。
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