植耀輝: 納指收復年內失地 港股24,000點續爭持
耀才證券研究部總監植耀輝稱,美股隔晚(7日)繼續造好。雖然經濟數據表現欠佳,惟投資氣氛仍不俗,特別是市場憧憬最壞情況已過,令三大指數均上揚,當中道指收報23,875點,上升211點或0.9%,標普500指數亦升32點或1.2%,收報2,881點。納指上升125點或1.4%,收報8,979點。值得留意的是,納指已完全收復今年失地,年初至今微升0.08%。
雖然美股表現不俗,但今晚(8日)就業數據仍需留意,而且美國總統特朗普現時有點兵行險著,不理疫情狀況而選擇盡快恢復經濟活動,後果依然難料,加上美股現時估值不低,一旦氣氛逆轉,恐怕美股又會有相當調整矣。
港股方面,昨日主要於24,000點水平爭持,走勢未見方向,畢竟投資者依然關注經濟行情,同時疫情狀況依然難測,所以投資者在現水平未敢輕言入市亦屬正常,何況今晚美國亦將公布非農就業數據,現時估計4月非農職位將減少2,125萬,失業率會升至16%。雖然數據欠佳已是預期之內,只是會對美股帶來多少衝擊,今晚將自有分曉。總之,港股在現水平仍不太值博,建議還是待更低水平再作考慮。
股份方面,港交所(00388.HK)昨日公布今年首季業績。業績表現已是預期之內,不過港交所同時宣布集團行政總裁李小加將於2021年10月合約期屆滿後不再重續,消息令港交所午後股價受壓。某程度上,過去十年港交所發展變得多元化,當中包括滬深港通、同股不同權公司上市,以及更多ETF產品推出市場。所以未來接班人能否繼續有新搞作,投資者自然關心。但現時距離其離任時間尚有一段頗遠時間,所以實際影響料有限,何況尚有更多中概股來港上市之利好消息。所以若股價回落至235至240元附近,不妨採取分段吸納策略。
(筆者為證監會持牌人,並未持有相關股份)~
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