植耀辉: 港股12月表现佳 短期料28,000点上落
耀才证券研究部总监植耀辉称,港股上周五(27日)表现可说相当不俗,突破28,200点水平,并以接近全日最高位收市,当中腾讯(00700.HK)、友邦(01299.HK)及建行(00939.HK)继续成为带动大市之升市火车头,为恒指分别贡献57点、52点及43点,亦令恒指年内累积升幅达到9.2%。论表现计当然仍跑输外围,不过纯以12月至今表现计,则升幅已达到7%,某程度上继续反映港股出现追落後情况。另一较明显的例子则是腾讯。事实上,腾讯今年首十一个月累升6%,但踏入12月後不足一个月累升便达到15.7%,亦令全年升幅达到22.6%!
踏入2019年最後1.5个交易日,由於过去两日未见有特别消息,人行亦未有如市场消息般进行降准,相信大市将继续於28,000点上落;另外,由於不少强势股近日累积升幅实在不少,故预期维持拉锯格局之机会较高。
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