植耀輝: 美股觀望氣氛濃 港股暫呈整固格局
耀才證券研究部總監植耀輝稱,美股隔晚(16日)繼續窄幅上落,投資者繼續關注企業季績表現。道指收市下跌22點或不足0.1%,收報27,001點,標普500指數及納指則分別下跌0.2%及0.3%,收報2,989點及8,124點。
至於港股方面,昨日在地產股顯著造好下出反彈,並自9月18日以來首度企穩26,600點之上。雖然走勢略有改善,不過後市變數仍多,最新及市場較關注的便是英國脫歐最新發展。另外,人民幣匯價近日亦有轉弱跡象,某程度上亦會不利港股表現,因此港股能否進一步上升仍有待觀察。初步預期港股將繼續於26,500點水平上落,惟一旦再有負面消息,則大市將回試25,500點水平。
個別股份方面,近期不少新股首日上市後走勢十分波動,昨日上市之莊臣(01955.HK)及華營建築(01582.HK)股價便出現先急升後大幅回調的情況。無疑在現市況下投資者對前景看法審慎,但新股動輒上升以倍數計,故吸引不少資金轉移短線炒作新股。只是新股走勢相當反覆,加上個別基本面實在一般,故不建議大家胡亂高追矣。
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