植耀辉: 联储局维持息率不变 港股27,000点阻力大
耀才证券研究部总监植耀辉称,美国联储局一如市场预期维持息率不变,投资者亦继续观望中美贸易谈判最新发展。隔晚(11日)美股三大指数则造好,当中道指上升29点,收报27,911点,纳指及标普500指数则分别上升37点及9点,收报8,654点及3,141点。
港股昨日则在未有消息配合下造好,上升208点,至26,645点,成交量亦回升至743.37亿元水平。大市能有此表现,主要是一众重磅蓝筹如腾讯(00700.HK)、友邦(01299.HK)及汇控(00005.HK)等有不俗表现。笔者相信,基於港股今年整体表现一般,故存在追落後价值,只是基於市场仍缺乏上升催化剂,中美贸易谈判亦未见有最新消息,因此大市要再作突破有一定难度,预期逼近27,000附近会有相当大阻力。
亦一定要谈谈小米(01810.HK)表现。昨日股价突破横行区9.5元阻力後抽升,并以接近全日最高位收市。急升之最主要原因,在於集团宣布将於下月推出低价5G手机,加上股价表现大落後,同时北水近日亦出现净买入情况。不过,笔者相信现时5G发展仍只属起步阶段,因此5G手机在功能上发展亦相当有限,故现时推出5G手机亦属「绰头」居多。同时一旦5G发展趋向成熟,行业竞争又会再度加剧,因此笔者对其未来发展仍较偏淡。预期股价虽然出现显着反弹,但前高位10.38元附近料会出现阻力。
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