植耀辉: 美股继续创新高 港股现水平呈整固
耀才证券研究部总监植耀辉称,美股隔晚(16日)继续有不俗表现,三大指数继续创新高。当中道指收报28,235点,上升100点或0.36%,标普及纳指则分别上升0.71%及0.91%,收报3,191点及8,814点。不过波音公司宣布,决定1月起暂停生产737 MAX系列飞机,消息拖累股价下跌超过4%。
港股经过上周急升後昨日走势反覆,毕竟笔者认为有关贸易协议之消息已被市场消化之余,双方是否能顺利签定协议仍存在相当多变数,所以年内大市能否再作突破,其中一个关键仍要视乎双方未来之举动。因此预期大市短期内仍只会维持拉锯格局。
股份方面,英国大选後脱欧形势变得明朗化,消息刺激一众英国及欧洲业务比重较高之股份,包括长和系等。事实上长和系股价近年一直落後,其中一大因素便是与英国脱欧有关,故股价近日出现反弹属合理,亦预期短期反弹势头有望持续,不妨多加留意。
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