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植耀辉: 美股续造好创新高 港股仍存调整空间
阿思达克 02-11 11:35

耀才证券研究部总监植耀辉称,美股隔晚(10日)反弹,标普500指数及纳指更创收市新高,前者收报3,352点,上升24点或0.73%,纳指则升107点或1.13%,收报9,628点。至於道指则升174点或0.6%,收报29,276点。

港股昨日继续受疫情影响下跌,不过跌幅相对轻微,是否已消化疫情影响恐怕机会不大,何况疫情仍持续扩散,因此後市仍有调整之可能;预期恒指将下试26,500点水平;当然,如本地继续出现确诊个案,或会进一步下试26,000点或更低水平。

今次疫情最受冲击之行业肯定是服务业,当中餐饮业亦相当「伤」。笔者不少惯常光顾之酒楼及餐厅近日已宣布将休业至另行通知。对餐饮业而言,少一日经营,收入亦会减少,不难想像对今年业绩会带来多大冲击;另外,个别如海底捞(06862.HK)及九毛九(09922.HK)本身估值并不便宜,一旦调整幅度可以十分之深,所以现阶段不追货就是了。

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