植耀輝: 聯儲局維持息率不變 港股27,000點阻力大
耀才證券研究部總監植耀輝稱,美國聯儲局一如市場預期維持息率不變,投資者亦繼續觀望中美貿易談判最新發展。隔晚(11日)美股三大指數則造好,當中道指上升29點,收報27,911點,納指及標普500指數則分別上升37點及9點,收報8,654點及3,141點。
港股昨日則在未有消息配合下造好,上升208點,至26,645點,成交量亦回升至743.37億元水平。大市能有此表現,主要是一眾重磅藍籌如騰訊(00700.HK)、友邦(01299.HK)及匯控(00005.HK)等有不俗表現。筆者相信,基於港股今年整體表現一般,故存在追落後價值,只是基於市場仍缺乏上升催化劑,中美貿易談判亦未見有最新消息,因此大市要再作突破有一定難度,預期逼近27,000附近會有相當大阻力。
亦一定要談談小米(01810.HK)表現。昨日股價突破橫行區9.5元阻力後抽升,並以接近全日最高位收市。急升之最主要原因,在於集團宣布將於下月推出低價5G手機,加上股價表現大落後,同時北水近日亦出現淨買入情況。不過,筆者相信現時5G發展仍只屬起步階段,因此5G手機在功能上發展亦相當有限,故現時推出5G手機亦屬「綽頭」居多。同時一旦5G發展趨向成熟,行業競爭又會再度加劇,因此筆者對其未來發展仍較偏淡。預期股價雖然出現顯著反彈,但前高位10.38元附近料會出現阻力。
(筆者為證監會持牌人,並未持有以上股份)~
阿思達克財經新聞
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