植耀辉: 港股超跌後纵反弹 惟疫情未受控续审慎
耀才证券研究部总监植耀辉称,港股昨日(29日)在鼠年首个交易日大跌789点或2.82%,收报27,160点,国指亦大跌357点或3.26%,至10,618点。由於大市过去交易日累跌不少,故不排除出现超跌後反弹,但基於疫情仍未受控,投资气氛亦未见改善,因此大市仍有进一步下跌之可能,建议投资者现阶段还是保持谨慎,静候入市机会。
个别板块跌势颇显着,濠赌股银娱(00027.HK)及金沙(01928.HK)便分别下跌5.2%及5.7%,旅行相关概念股表现亦较差,东航(00670.HK)、南航(01055.HK)及国航(00753.HK)亦分别跌2.8%至3.6%。由於疫情未见纾缓,加上未来恐怕有一段时间相关业务仍会受到颇大影响,所以即使股价已大幅调整,但亦不建议现水平吸纳。
相比之下,个别医药股仍见买盘吸纳,阿里健康(00241.HK)及平安好医生(01833.HK)更分别上升9.5%及3.7%。此类股份「食正」医疗概念,故股价逆市造好亦合理;只是累积升幅实在惊人,故亦不建议大家现水平高追矣。
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