陆庭龙:受疫情影响 恒指短期有机会见27,000点以下
恒生银行(00011.HK)私人银行及信托服务主管陆庭龙在接受电台访问後表示,有见新型冠状病毒肺炎疫情在新春假期後急剧扩散,影响市场投资气氛,一些过年前部署好的资金亦因而打「退堂鼓」转为观察,亦有投资者选择减持股票增持现金,令各行业的龙头股面对压力,尤其是餐饮、零售及旅游业等板块。
他相信,恒指短期内有机会见27,000点以下,若疫情情况受控的话,或会在26,300至26,400点见支持。
被问及在现时投资医药股是否合适时,他回应指现时很难判断,看到有些消息传出某药厂名下的药物能对治疗疫情有帮助後,其股价会急剧上升,但在澄清後又会大跌,因此难言在疫情期间是否适合买医药股,其股价会因为不同消息而有波动。
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