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植耀辉: 贸易消息续困扰市况 港股留意美团(03690.HK)季绩
阿思达克 11-21 11:04

耀才证券研究部总监植耀辉称,美股隔晚(20日)走势偏软,市场继续关注中美贸易协议消息,有指初步协议在本年内亦难获得达成。受消息拖累,三大指数均下跌,当中道指下跌112点或0.4%,收报27,821点,标普500及纳指则分别下跌0.38%及0.51%,收报3,108点及8,526点。

港股方面,昨日走势又再度转差,受美国通过《人权法案》影响,同时中美贸易谈判仍未明朗,市场气氛又再变得审慎。由此影响,恒指回落超过200点,收报26,889点,成交量则缩减至只得625.26亿元。由於两大变数依然未有改善迹象,因此港股要再作突破,似乎欠缺实质支持,预期港股仍会继续於26,000至27,000点上落。

今日(21日)焦点肯定是美团(03690.HK)季绩。笔者对其前景看法保持正面,毕竟笔者过去作了不少研究,对内地速递市场抱有相当憧憬。值得留意的是,「北水」连续18个交易日净买入美团,涉额达86亿元,可想而知内地投资者对美团之热爱。只是由於累积升已巨,亦正如笔者早前所指,一旦业绩表现稍逊预期,股价或会有一定调整,所以还是静待业绩表现。

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