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植耀輝: 利好消息「沖喜」港股 惟27,700點阻力仍大
阿思達克 02-07 11:57

耀才證券研究部總監植耀輝稱,港股昨(6日)出現顯著反彈,逼近27,500點水平。急升最大原因,在於中國宣布將美國進口關稅減半,投資者視為重大利好消息,同時在個別藍籌如騰訊(00700.HK)、中移動(00941.HK)及中資金融股支持下,大市遂錄得可觀升幅。當然,由於較早前大市氣氛相當悲觀,故一旦出現利好消息,大市反彈亦合理;只是相關情況某程度上帶來的刺激作用有限,關鍵仍在於疫情演化情況,尤其是一旦再出現擴散跡象,相信大市調頭回落的機會仍相當高,故不宜掉以輕心。

另一方面,本地零售股昨日亦大幅反彈,因本地出現衛生用品搶購潮。事實上,過去一段時間,香港電視(01137.HK)因網購急增而爆升,其他零售股則未見受惠,因此在追落後及借消息炒作下,短期不排除會續有支持。只是基本面情況仍不明朗,特別是筆者相信搶購潮只屬短期情況,故不宜進取追貨。

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