植耀輝: 憧憬疫情改善道期急升 港股24,500點阻力大
耀才證券研究部總監植耀輝稱,美股隔晚(16日)先跌後反彈,早段曾挫近300點,但在科技股支持下,道指最終上升33點,收報23,537點,標普500指數收報2,799點,升16點;納指表現強勁,上升139點或1.7%,收報8,532點。不過美股在收市後,受有消息指藥廠Gilead一款藥物在治療新冠肺炎患者方面取得令人鼓舞的成效,消息刺激道期大升,執筆時超過3%。
另外,美國勞工部公布,截至4月11日止一周,新申領失業救濟人數524.5萬人,雖較預期為佳,但已是連續三星期新申請領失業救濟人數超過500萬人。而過去四星期,累計新申領失業救濟人數已超過2,200萬人。
港股方面,早段跌幅一度近300點,不過騰訊(00700.HK)股價抽升,便令恆指跌幅顯著收窄。事實上,單一隻騰訊便為恆指貢獻79點,而恆指最終報24,006點,下跌138點。金融股表現欠佳,匯控(00005.HK)、建行(00939.HK)及友邦(01299.HK)均下跌1%至2%,匯控亦再次失守40元關口。根據《彭博通訊社》引述知情人士指出,新加坡石油交易商興隆集團財困,其銀行債務至少達30億美元,當中便包括匯控,其亦佔貸款比例最多,貸出約6億美元。除此以外,美國金融股業績表現不濟,亦令投資者關注其前景。不過始終業務難有憧憬,故不建議大家考慮矣。
另外,網上醫療概念股繼續走強,平安好醫生(01833.HK)逼近100元,阿里健康(00241.HK)亦創新高。無疑概念「食正」近日疫情狀況,只是累如此升幅,似乎亦已充份反映利好因素,所以現水平不宜高追矣。
至於今日(17日)港股,由於道期又再度急升,相信會對港股有一定支持,不過24,500點阻力仍大,另宜留意今早內地公布之首季經濟數據表現。
(筆者為證監會持牌人,並未持有相關股份)~
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