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植耀辉: 业绩期港股续现整固 零售股暂难有憧憬
阿思达克 02-17 11:41

耀才证券研究部总监植耀辉称,港股上周走势反覆,虽然一度逼近28,000点,但明显高位受阻,其後亦於27,800点附近争持。未来影响大市之最大因素仍在於疫情状况。由於确诊数据仍未见大幅回落,相信仍会继续左右中港股市行情。另外,本周开始将陆续踏入业绩发布期,本周二便会有汇控(00005.HK)及恒生(00011.HK)公布全年业绩,而平安(02318.HK)、联想集团(00992.HK)亦会在本周公布业绩。某程度上,投资者对去年业绩表现已没有太大寄望,然而今年受疫情打击,恐怕业务发展将进一步受到打击,慎防业绩期後出现大行降级潮。预期恒指将於27,300至28,000点上落。

另外,多间零售股已宣布将缩减门市又或透过裁员等方式控制成本。某程度上,有关安排对公司短期有一定帮助,始终在减省成本考虑下有其作用。只是在疫情未明以及经济大环境仍严峻下,业务表现实在难有改善,暂不建议大家考虑相关板块。

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