植耀辉: 美股再度急挫近千点 港股继续波幅市
耀才证券研究部总监植耀辉称,港股昨日(5日)出现显着反弹,受A股造好以及投资者续憧憬环球央行续有更多宽松货币措施。当然,重磅股如腾讯(00700.HK)及友邦(01299.HK)等股价造好亦是原因之一。虽然大市走势有所转强,但要留意持续疫情状况对投资市场之影响才是最大变数,A股无疑表现强劲,惟企业盈利基本面是否配合则依然是一大挑战。预期港股即使再升,但27,000点之上相信亦阻力重重。何况如美股继续大上大落,对港股亦会带来影响。事实上,美股隔晚又再急挫近千点,欧美疫情亦进一步加剧,在全球经济前景仍充满阴霾下,後市恐怕仍会十分波动,未来续於26,000至27,000点区间上落。另外,昨日九龙仓置业(01997.HK)及港铁(00066.HK)先後公布去年业绩,前者撇除物业重估之基础利润下跌3%,港铁撇除一次性特殊因素之经常性及基本业务利润则分别上升7.7%及35.8%。单看全年而言表现其实不差,但下半年经营环境其实急剧恶化;而今年首两个月发生之疫情,无疑是雪上加霜。两者股价虽然过去一段时间已回调不少,惟笔者担心疫情短期内仍难受控,即使消费行情出现改善,但在缺乏旅客情况下,今年上半年情况仍不乐观,所以亦可稍作观望,待疫情见有进展始再作部署。(笔者为证监会持牌人,并未持有相关股份)~
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