植耀辉: 美股下挫续观望季绩 港股27,000点阻力大
耀才证券研究部总监植耀辉称,受权重股波音股价大跌,加上投资者关注中国第三季经济增速放缓对环球经济之影响,上周五(18日)美股显着下跌,当中道指下跌255点或0.95%,收报26,770点,标普500指数下跌11点或0.39%,收报2,986点。纳指收报8,089点,下跌67点或0.83%。
波音公司(Boeing)股价下跌6.8%,主要是有消息称根据通话纪录,两名波音员工早於2016年已知道波音737 MAX系列飞机防止失速的飞行控制系统存在严重问题,但公司却误导美国联邦航空管理局(FAA)。另一股份强生(Johnson & Johnson)股价亦重挫6.2%,美国食品药品管理局(FDA)在该公司生产之婴儿爽身粉中验出微量石棉(石棉普遍被认为是致癌物)。本周将继续有多间企业公布季绩,当中包括上文提到之波音,以及微软、福特汽车、3M、Twitter以及Amazon等。
港股方面,上周五一度逼近27,000点,不过内地第三季GDP增长逊预期,加上地产股见回吐,令港股最终下跌128点。外围情况依然未见乐观,加上本周美国大型企业将陆续发布季绩表现,将对港股去向有一定启示;不过近日港股明显出现「炒股不炒市」行情,新经济及物管股继续有资金追捧,内需板块则见轮流炒作,不过预期在27,000点阻力仍大的情况下,预期港股仍会於26,000至27,000点上落。
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