植耀輝: 港股超跌後縱反彈 惟疫情未受控續審慎
耀才證券研究部總監植耀輝稱,港股昨日(29日)在鼠年首個交易日大跌789點或2.82%,收報27,160點,國指亦大跌357點或3.26%,至10,618點。由於大市過去交易日累跌不少,故不排除出現超跌後反彈,但基於疫情仍未受控,投資氣氛亦未見改善,因此大市仍有進一步下跌之可能,建議投資者現階段還是保持謹慎,靜候入市機會。
個別板塊跌勢頗顯著,濠賭股銀娛(00027.HK)及金沙(01928.HK)便分別下跌5.2%及5.7%,旅行相關概念股表現亦較差,東航(00670.HK)、南航(01055.HK)及國航(00753.HK)亦分別跌2.8%至3.6%。由於疫情未見紓緩,加上未來恐怕有一段時間相關業務仍會受到頗大影響,所以即使股價已大幅調整,但亦不建議現水平吸納。
相比之下,個別醫藥股仍見買盤吸納,阿里健康(00241.HK)及平安好醫生(01833.HK)更分別上升9.5%及3.7%。此類股份「食正」醫療概念,故股價逆市造好亦合理;只是累積升幅實在驚人,故亦不建議大家現水平高追矣。
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