植耀輝: 美股繼續觀望季績 港股乏方向續拉鋸
耀才證券研究部總監植耀輝稱,美股隔晚(23日)反覆造好,三大指數均錄得升幅,當中道指上升45點或0.17%,收報26,833點,標普500指數及納指則分別上升0.28%及0.19%,收報3,004點及8,119點。業績方面,微軟上季收入升14%至330.6億美元,優於預期之322.3億美元 ;每股經調整盈利1.38美元,亦高於預期之1.25美元。不過Azure雲端服務收入增幅為59%,低於去年同期的64%。
另一焦點股波音,上季收入按年下跌21%至199.8億美元,但仍勝預期之196.7億美元;當中商用飛機業務收入急跌41%至82.5億美元,但仍勝預期之77.8億美元;另集團預期停飛之波音737 MAX系列新機,有望於今年第四季或明年初獲准復飛。有關消息對股價亦正面,波音隔晚收報340.5美元,上升1%。
港股昨日走勢有所轉弱,雖然最終下跌219點,但成份股中大部分均錄得跌幅,反映投資者對後市看法變得審慎。當然,由於港股未能突破27,000點,市場亦未見有進一步利好消息,同時投資者亦關注企業業績季績表現,相信短時間內大市仍只會維持上落市格局,並於26,000至27,000點上落。
另外,亦值得提提個別新股表現。快餐帝國(01843.HK)開市價1.19元,已較招股價0.65元高出近83%,其後更一度升至1.87元,較招股價高188%;然而很快又從高位急速回吐,最終更以跌穿招股價收市,收報0.61元。新股波幅如此驚人,投資者若想追貨,亦真的要好好衡量當中之風險矣!
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