植耀輝: 疫情蔓延美股重挫 恆指考驗26,000點
耀才證券研究部總監植耀輝稱,隔晚(27日)美股再度急挫,受疫情進一步於全球蔓延拖累,道指大跌1,190點或4.4%,收報25,766點,若以點數計為史上最大單日跌幅;標普500指數亦同樣大跌137點或4.4%,收報2,978點,至於納指收報8,566點,重挫414點或4.6%。港股昨日走勢反覆靠穩,早段受外圍股市影響而低見26,419點,不過隨著內地股市走勢偏穩以及內銀股發力,令恆指跌幅持續收窄之餘,隨後更由跌轉升,最終恆指收報26,778點,上升82點,成交依然暢旺,達到1,104億元。雖然大市反彈,但基於外圍情況依然波動,新疫情對全球經濟之衝擊仍有待觀察,因此宜較保持觀望,入市亦只宜小注。由於隔晚美股重挫,今日(28日)港股或考驗26,000點水平。昨日亦有多間公司公布全年業績,當中銀娛(00027.HK)去年經調整EBITDA下跌2%,盈利則減少3%,股價昨日下跌2.23%。事實上,濠賭今年情況仍然嚴峻,特別是疫情令旅客人流大減,博彩收入亦會大受打擊,現價亦未足以反映有關影響,故建議待47元附近再作部署。至於渣打(02888.HK)業績表現符預期,基本稅前盈利上升8%,不過淨息差有所收窄之餘,信貸減值亦增22%,不過集團同時宣布回購5億美元股份,則令股價有所支持。筆者相信短期股價或可上試64元附近水平,惟由於金融股前景充滿挑戰,加上反彈力度亦未必太大,故不建議吸納。(筆者為證監會持牌人,並未持有相關股份)~
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