植耀輝: 消息主導美股先升後跌 港股續於23,000點爭持
耀才證券研究部總監植耀輝稱,美股隔晚(28日)走勢反覆,早段延續近期強勢,道指便一度升至25,758點,不過收市前有消息指美國總統特朗普將於美國時間今日(29日)召開記者會,投資者關注記者會內容。大市亦顯著回落,最終收報25,400點,下跌147點或0.58%,納指及標普500指數則分別收報9,368點及3,029點,下跌0.46%及0.21%。
至於經濟數據方面,美國4月耐用品訂單下跌17.2%,跌幅較預期為低;另外,上周新申領職業救濟金人數213萬人,同樣低於市場預期。不過美國首季GDP修訂為負5%,則較市場預期為差。
港股昨日表現亦相當反覆,早段高開後不久轉跌,更一度大跌超過500點,但在中資融股造好下,大市跌幅陸續收窄,最終收市下跌168點,收報23,132點。成交相當活躍,達1,327億元。由於政治因素拖累,後市仍會有較多不確定因素,相信恆指短期仍會缺乏方向,繼續於23,000點水平上落。但如氣氛再度轉差,則恆指依然有機會下試22,000點。
股份方面,昨日提及之石藥(01093.HK)股價急挫超過一成。除了受市況影響外,亦與內地有消息提到將進行第三輪醫藥帶量採購有關。據消息指今次除醫藥外,醫療器械亦會包括在內,故就連早前走勢甚佳之微創(00853.HK)亦受到拖累。無疑氣氛對醫藥股有負面影響,但石藥現價估值並不算貴,而且帶量採購影響如何仍有待觀察,現價亦有吸引力,故筆者維持昨日看法不變。至於其餘醫藥股特別是B類股份,則筆者由於對相關股份認識不深之餘,對尚處於研發能力而無實際收入之公司的投資價值有一定保留,加上股價大幅波動,故暫不建議投資者吸納。
(筆者為證監會持牌人,並未持有相關股份)~
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