植耀輝: 憧憬復甦美股現反彈 港股短線支持22,400點
耀才證券研究部總監植耀輝稱,美股上周整體表現不俗,雖然周五(22日)整體變動不大,但全周計道指上升779點或3.3%,標普500及納指則分別上升3.2%和3.4%。上升原因不外乎是受當地五十州全面鬆綁,令投資者憧憬經濟有望早日反彈之故。只是面對現時疫情持續,經濟數據仍見疲弱,加上錯綜複雜的中美關係,恐怕美股強勢難以持續。另外,今日(25日)美股因陣亡將士紀念日休市一天。
港股上周五急挫,政治因素以及擔心中美磨擦加劇令港股遭到拋售,成份股全線下跌之餘,部分如信置(00083.HK)及領展(00823.HK)跌幅更超過一成。事實上港股近年大跌,主要原因均離不開政治話題,由於今次事件影響頗深遠,加上存在眾多不確定性,故大市再下跌的機會頗高。而且,即使從走勢上看,恆指向下跌破早前23,500點至24,600點之區間水平,短期支持將下試至22,400點附近。
股份方面,本地金融及地產股成跌市重災區,匯控(00005.HK)跌至逾十一年低,友邦(01299.HK)單日更大跌9%;地產股跌幅亦驚人。金融股形勢嚴峻已非今日事,自去年中已不斷指因擔心經濟因素而看淡,至於地產在經濟前景充滿陰霾下,雖有全球無限QE之憧憬,但經濟疲弱以至失業率上升皆不利樓市發展,若再加上近期事件,還是建議大家先觀望會較好。
(筆者為證監會持牌人,並未持有相關股份)~
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