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植耀辉: 美股造好标普破顶 港股继续看27,000关口
阿思达克 10-29 11:15

耀才证券研究部总监植耀辉称,市场继续憧憬中美将可达成贸易协议,风险胃纳亦见改善,隔晚(28日)标普500指数更创历史新高,收报3,039点,上升16点或0.6%,道指及纳指亦分别上升0.5%及1%,收报27,090点及8,325点。

港股昨日在友邦(01299.HK)领军造好下一度突破27,000点水平,但汇控(00005.HK)业绩逊预期兼展望悲观,便一度令大市升幅有所收窄。平心而论,虽然本地新业务价值面对重大挑战,但其余地区表现理想,令友邦业绩表现尚算理想,股价反弹属合理;至於汇控,似乎未来发展没有太多板斧,市场失望亦正常,不过股息率高现阶段仍是卖点之一,待7厘息再部署亦不迟。

至於大市表现,本周仍有不少企业季绩消息,加上内地四中全会以及美国联储局议息会议,相信市况仍较反覆,维持於26,000至27,000点水平上落机会仍较高。

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