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植耀辉: 美股隔晚轻微回落 港股11月继续「波幅市」
阿思达克 11-01 10:49

耀才证券研究部总监植耀辉称,美股隔晚(10月31日)走势波动,受有消息指中国官员质疑能否与美国达成长期贸易协议,同时亦担心美国总统特朗普或「出尔反尔」;另外美国国会众议院亦通过弹劾调查总统特朗普。最终道指下跌140点或0.5%,收报27,046点,标普500指数亦从高位回落,下跌9点或0.3%,收报3,037点,纳指则跌11点或0.1%,收报8,292点。

至於港股在10月最後一个交易日造好,在腾讯(00700.HK)及友邦(01299.HK)发力,以及手机设备股造好下,港股曾再次突破27,000点,但最终仍未能企稳该水平,升幅亦收窄至239点,收报26,900点附近。正如过去数天提到,港股暂欠缺向上突破之催化剂,因此27,000点仍会是相对较大之阻力。当然,後市其中一个最大变数在於中美贸易谈判进展,不过最终结果如何,恐怕到正式签署落实才知晓。

股份方面,个别强势板块包括体育用品股、物管股及内地消费股继续有炒作,部分更创历史新高。的确,相关板块确有其卖点,例如物管股属轻资产概念,体育用品及内地消费股则受惠刺激内需憧憬。不过有关股份已被大幅炒上,故实不宜高追,个别可留待季绩後再作考虑。

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