植耀輝: 美股反覆續看疫情去向 雅居樂(03383.HK)分拆利股價
耀才證券研究部總監植耀輝稱,美股隔晚(25日)先跌後反彈,初段續受疫情困擾,同時新申領失業救濟金人數略差於市場預期,三大指數全數低開;其後在銀行股支持下出現反彈,最終道指上升接近300點或1.18%,收報25,745點,標普500指數上升33點或1.1%,收報3,083點;納指則再度破萬點關口收市,收報10,017點,上升107點或1.09%。雖然美股上揚,但多個州份疫情感染數目又再度攀升,當中德州更宣布暫停重啟計劃。在疫情與經濟之間究竟如何取捨,相信仍會是美國面對之一大難題。
至於港股,在假期前夕走勢反覆,在騰訊(00700.HK)領軍下雖然曾突破25,000點水平,但隨著騰訊由升轉跌,加上道期走勢轉弱,令港股最終下跌125點,並回落至24,780點水平。由於美股又再因疫情因素而變得波動,相信對港股仍會有一定影響。當然大市去向仍需留意新經濟股表現,預期港股將繼續於24,500點水平拉鋸。
股份方面,雅居樂(03383.HK)宣布分拆旗下從事綠色生態景觀服務以及智慧裝飾家居服務之雅城集團上市,相信會對股價有正面幫助。事實上內房分拆除可釋放其潛在價值外,某程度上亦可籌集資金以備不時之需,且看會否有更多房企進行此種分拆。不過短期而言,對雅居樂股價仍會有一定憧憬,短期暫看升一成,亦即先看10元水平作中短線目標。
(筆者為證監會持牌人,並未持有相關股份)~
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