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植耀輝: 波音強勢美股大彈 港股維持待變格局
阿思達克 06-30 12:13
耀才證券研究部總監植耀輝稱,雖然美國疫情依然嚴峻,多個州份確診個案反彈,但在經濟數據理想,加上波音股價急升,帶動美股有好表現。道指上升580點或2.32%,收報25,595點,標普500指數亦升1.47%,收報3,053點。納指則收報9,874點,上升116點或1.2%。

公司消息方面,則不可不提波音。《路透》引述消息指出,美國聯邦航空管理局批准波音737 Max試飛,意味監管部門認可波音737 Max飛機安全性改進建議。該消息傳出後,波音股價急升14.40%,並以接近全日最高位收市;消息亦刺激一眾航空股表現。

經濟數據方面,美國5月份二手房屋簽約量按月大升44.3%,為史上最大升幅,亦遠超市場預期之19.3%。4月份該數據為下跌 34.6%。

回說港股,昨日整體氣氛一般,始終美股上週五急跌,同時本地因素以至疫情狀況均令後市不明朗因素增加。當然,由於騰訊(00700)及建行(00939)走勢偏穩,令恆指跌幅亦有所收窄,惟由於有假期因素,預期港股今日將維持窄幅上落,於24,300點上落。

股份方面,歐舒丹(00973)公布截至今年3月底止,全年少賺1.6%至1.2億歐元,若撇除會計準則第16號租賃影響,則純利仍能按年增加2.8%,在零售業飽受疫情衝擊下,能有此表現仍算不俗。然而,要留意的是集團業務發展重心地區如歐美市場等自今年三月份起受疫情嚴重衝擊,故對2021年度業務發展必然會有影響。不過觀其股價自年初至今亦回落不少,或已反映大部分負面因素,只是零售業受疫情影響仍深遠,故暫不建議大家吸納。

另外,藥明生物(02269)宣布以每股作價137元配股4,500萬股,較昨日收市折讓7.87%,集資所得將用於持續全球擴張,包括為治療COVID-19及其他相關CDMO項目而於美國興建商業生產設施、於中國境外收購生產設施及於中國興建微生物產品設施,以及用於本集團的一般營運用途。近年該公司大股東不斷進行減持,今次則是公司進行配股,情況略有不同,且看今日股價會否出現較大調整。(筆者並未持有相關股份)~

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