植耀輝: 美股受惠油價反彈 港股續於23,000點爭持
耀才證券研究部總監植耀輝稱,美股三大指數隔晚(2日)造好,雖然上周首次申領失業救濟金人數飆升至664.8萬人,連續第二周創歷史新高,但美國總統特朗普透露沙特及俄羅斯將會宣布減產協議,預計每日將削減1,000萬至1,500萬桶原油,消息刺激油股及相關板塊急彈。最終道指收報21,413點,上升469點或2.2%;標指亦升56點或2.3%,收報2,526點;納指升126點或1.7%,收報7,487點。
港股昨日亦普遍造好,主要是受油股反彈支持,當然美期造好亦是主要原因,不過成交量縮至只得897億元,反映投資者對後市依然相當審慎。事實上,雖然恆指本周波幅有所收窄,但基於不確定性仍多,特別是美國今晚(3日)公布之就業數據表現,或多或少亦會加劇市場波動。相信恆指今日將繼續窄幅上落,於23,000點水平爭持。
亦一定要談談油股表現。三大油股昨日出現強勁反彈,中石油(00857.HK)便升近一成。事緣有消息指俄羅斯及沙特就產油有望達成協議,加上又有指中國下令增購原油,目標儲備量達90日淨進口量,令油股午後大漲。當然,油股過份低殘,反彈亦固然較大,只是以基本面而言,環球性經濟衰退已成定局,原油需求亦必然受到影響,而且即使減產,但在需求不振情況下,亦難以支持油價表現。所以油股經昨日反彈後,當然今日或有機會再下一城,只是未有貨的話,現時亦未必是理想時間追貨矣。
(筆者為證監會持牌人,未持有相關股份)~
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