植耀辉: 美股造好港股势高开 受惠政策内房有力再上
耀才证券研究部总监植耀辉称,港股昨日走势大致靠稳,在竞价时段升势亦进一步扩大至109点,最终恒指收报28,883点,再次逼近29,000点水平,成交量则维持在1,000亿元以上。经过中美贸易协议後,预期市况将倾向拉锯,特别是随着长假期临近,成交量或会有所缩减,不过因美股隔晚大造好,港股亦有机会高开,相信大市今早有望再次挑战29,000点水平。
板块方面,内房及物管股昨日走势依然强劲,其中一个原因为有大行唱好内地三四线城市房地产市场将有望有不俗发展。内地个别城市近日确出台对新房的补贴政策。四川达州市便印发《关於中心城区稳地价稳房价稳预期确保房地产业平稳健康发展十二条政策措施的通知》,当中提到将支持有实力、有品牌的大企业参与土地市场竞买。同时,恢复购房补助,并从今年1月1日起,凡购房者购买建筑面积低於140平方米的新建普通住房,按房屋产权证登记的建筑面积,由市、区财政对各自供应土地的开发楼盘给予100元/平方米的补助。
受相关消息刺激,内房走强亦属合理。当然若以影响来看,中小型房地产商受惠程度可能更大,不过相关股份累升亦实在不少,反而笔者依然相信个别股份如华润置地(01109.HK)及世茂(00813.HK)有分拆物管消息及憧憬,股价短期或仍有炒作空间,不妨候低吸纳作中线持有。
笔者并未持有相关股份~
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