植耀辉: 美股继续观望季绩 港股乏方向续拉锯
耀才证券研究部总监植耀辉称,美股隔晚(23日)反覆造好,三大指数均录得升幅,当中道指上升45点或0.17%,收报26,833点,标普500指数及纳指则分别上升0.28%及0.19%,收报3,004点及8,119点。业绩方面,微软上季收入升14%至330.6亿美元,优於预期之322.3亿美元 ;每股经调整盈利1.38美元,亦高於预期之1.25美元。不过Azure云端服务收入增幅为59%,低於去年同期的64%。
另一焦点股波音,上季收入按年下跌21%至199.8亿美元,但仍胜预期之196.7亿美元;当中商用飞机业务收入急跌41%至82.5亿美元,但仍胜预期之77.8亿美元;另集团预期停飞之波音737 MAX系列新机,有望於今年第四季或明年初获准复飞。有关消息对股价亦正面,波音隔晚收报340.5美元,上升1%。
港股昨日走势有所转弱,虽然最终下跌219点,但成份股中大部分均录得跌幅,反映投资者对後市看法变得审慎。当然,由於港股未能突破27,000点,市场亦未见有进一步利好消息,同时投资者亦关注企业业绩季绩表现,相信短时间内大市仍只会维持上落市格局,并於26,000至27,000点上落。
另外,亦值得提提个别新股表现。快餐帝国(01843.HK)开市价1.19元,已较招股价0.65元高出近83%,其後更一度升至1.87元,较招股价高188%;然而很快又从高位急速回吐,最终更以跌穿招股价收市,收报0.61元。新股波幅如此惊人,投资者若想追货,亦真的要好好衡量当中之风险矣!
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