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植耀輝: 減息符預期美股再升 港股走勢仍未明朗
阿思達克 10-31 12:13
耀才證券研究部總監植耀輝稱,美國聯儲局一如預期減息四分之一厘,主席鮑威爾在議息會後之記者會上表示,現時貨幣政策立場「似乎維持恰當」(likely to remain appropriate),暗示未來或不會進一步減息。消息對美股未有帶來太大影響之餘,美股亦繼續受投資者憧憬企業業績表現理想,以及經濟數據勝預期而造好,最終道指上升115點或0.43%,收報27,186點,標普500指數再創收市新高,收報3,046點,上升9點或0.33%,納指則收報8,303點,上升27點或0.33%。 港股昨日走勢偏軟,主要受有市場消息指中美貿易初步協議未必能於下月中簽署。市場氣氛又再次變得審慎。當然,投資者繼續關注企業業績表現,不過以現時所公布之季績表現而言,大部分均未見驚喜,加上投資市場仍存在相當多變數,在此情況下,大市亦欠缺進一步上升之催化劑,因此暫只會繼續維持窄幅上落,於26,500至27,000點水平上落。 至於業績方面,渣打(02888.HK)昨日交出一份不俗成績表,第三季除稅前基本溢利增加16%至12億美元,淨息差亦維持在1.58%水平。此外,在經營收入方面,包括香港在內之大中華及北亞地區仍能錄得2%增長,歐洲及美洲地區增幅更達到19%。故在業績公布後,股價仍能逆市造好。的確,與早前匯控(00005.HK)相比,渣打表現確是理想,但在環球政經局勢皆存在變數下,銀行業經營狀況仍艱難,故筆者預期渣打股價短期或仍造好,但長遠仍然較有保留,建議股價若能重上73元之上先行減磅。 (筆者為證監會持牌人,並未持有相關股份)~ 阿思達克財經新聞 網址: www.aastocks.com
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