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植耀辉: 利好消息「冲喜」港股 惟27,700点阻力仍大
阿思达克 02-07 11:57

耀才证券研究部总监植耀辉称,港股昨(6日)出现显着反弹,逼近27,500点水平。急升最大原因,在於中国宣布将美国进口关税减半,投资者视为重大利好消息,同时在个别蓝筹如腾讯(00700.HK)、中移动(00941.HK)及中资金融股支持下,大市遂录得可观升幅。当然,由於较早前大市气氛相当悲观,故一旦出现利好消息,大市反弹亦合理;只是相关情况某程度上带来的刺激作用有限,关键仍在於疫情演化情况,尤其是一旦再出现扩散迹象,相信大市调头回落的机会仍相当高,故不宜掉以轻心。

另一方面,本地零售股昨日亦大幅反弹,因本地出现卫生用品抢购潮。事实上,过去一段时间,香港电视(01137.HK)因网购急增而爆升,其他零售股则未见受惠,因此在追落後及借消息炒作下,短期不排除会续有支持。只是基本面情况仍不明朗,特别是笔者相信抢购潮只属短期情况,故不宜进取追货。

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