植耀辉: 美股观望气氛浓 港股暂呈整固格局
耀才证券研究部总监植耀辉称,美股隔晚(16日)继续窄幅上落,投资者继续关注企业季绩表现。道指收市下跌22点或不足0.1%,收报27,001点,标普500指数及纳指则分别下跌0.2%及0.3%,收报2,989点及8,124点。
至於港股方面,昨日在地产股显着造好下出反弹,并自9月18日以来首度企稳26,600点之上。虽然走势略有改善,不过後市变数仍多,最新及市场较关注的便是英国脱欧最新发展。另外,人民币汇价近日亦有转弱迹象,某程度上亦会不利港股表现,因此港股能否进一步上升仍有待观察。初步预期港股将继续於26,500点水平上落,惟一旦再有负面消息,则大市将回试25,500点水平。
个别股份方面,近期不少新股首日上市後走势十分波动,昨日上市之庄臣(01955.HK)及华营建筑(01582.HK)股价便出现先急升後大幅回调的情况。无疑在现市况下投资者对前景看法审慎,但新股动辄上升以倍数计,故吸引不少资金转移短线炒作新股。只是新股走势相当反覆,加上个别基本面实在一般,故不建议大家胡乱高追矣。
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