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植耀辉: 美股续受制中美贸易消息 港金融股宜续观望
阿思达克 10-10 10:46

耀才证券研究部总监植耀辉称,美股隔晚(9日)造好,受到对中美贸易谈判有所憧憬有关。当中道指上升181点或0.7%,收报26,346点,标普500点上升0.9%至2,919点,纳指则收报7,903点,上升约1%。

港股方面,受美股隔晚大跌,以及投资者继续关注中美贸易谈判进展下,港股表现较疲弱,并失守25,700点水平。由於大市气氛以及形势并不乐观,相信大市进一步回落机会仍高,继续看25,000点支持。

值得一提的是本地金融股,受摩根士丹利唱淡下,股价出现显着回落,当中恒生(00011.HK)及中银香港(02388.HK)便分别下跌3.3%及2.1%,汇控(00005.HK)及渣打(02888.HK)亦分别下跌0.6%及0.9%。大摩的理据不外乎是以下三点:环球减息导致息差收窄、本地经济状况欠佳以及未来面对虚拟银行竞争等。

有关负面因素其实投资者亦早已知晓,只是「摩笛」一出,便成为投资者进一步沽货借口而已。当然,现价是否已反映相关负面因素仍有待观察,毕竟一旦本地经济状况仍未见有改善,相关板块估值或会进一步下跌,因此暂只宜作进一步观望。

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