植耀輝: 美股續造好創新高 港股仍存調整空間
耀才證券研究部總監植耀輝稱,美股隔晚(10日)反彈,標普500指數及納指更創收市新高,前者收報3,352點,上升24點或0.73%,納指則升107點或1.13%,收報9,628點。至於道指則升174點或0.6%,收報29,276點。
港股昨日繼續受疫情影響下跌,不過跌幅相對輕微,是否已消化疫情影響恐怕機會不大,何況疫情仍持續擴散,因此後市仍有調整之可能;預期恆指將下試26,500點水平;當然,如本地繼續出現確診個案,或會進一步下試26,000點或更低水平。
今次疫情最受衝擊之行業肯定是服務業,當中餐飲業亦相當「傷」。筆者不少慣常光顧之酒樓及餐廳近日已宣布將休業至另行通知。對餐飲業而言,少一日經營,收入亦會減少,不難想像對今年業績會帶來多大衝擊;另外,個別如海底撈(06862.HK)及九毛九(09922.HK)本身估值並不便宜,一旦調整幅度可以十分之深,所以現階段不追貨就是了。
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