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植耀辉: 波音强势美股大弹 港股维持待变格局
阿思达克 06-30 12:13
耀才证券研究部总监植耀辉称,虽然美国疫情依然严峻,多个州份确诊个案反弹,但在经济数据理想,加上波音股价急升,带动美股有好表现。道指上升580点或2.32%,收报25,595点,标普500指数亦升1.47%,收报3,053点。纳指则收报9,874点,上升116点或1.2%。

公司消息方面,则不可不提波音。《路透》引述消息指出,美国联邦航空管理局批准波音737 Max试飞,意味监管部门认可波音737 Max飞机安全性改进建议。该消息传出後,波音股价急升14.40%,并以接近全日最高位收市;消息亦刺激一众航空股表现。

经济数据方面,美国5月份二手房屋签约量按月大升44.3%,为史上最大升幅,亦远超市场预期之19.3%。4月份该数据为下跌 34.6%。

回说港股,昨日整体气氛一般,始终美股上周五急跌,同时本地因素以至疫情状况均令後市不明朗因素增加。当然,由於腾讯(00700)及建行(00939)走势偏稳,令恒指跌幅亦有所收窄,惟由於有假期因素,预期港股今日将维持窄幅上落,於24,300点上落。

股份方面,欧舒丹(00973)公布截至今年3月底止,全年少赚1.6%至1.2亿欧元,若撇除会计准则第16号租赁影响,则纯利仍能按年增加2.8%,在零售业饱受疫情冲击下,能有此表现仍算不俗。然而,要留意的是集团业务发展重心地区如欧美市场等自今年三月份起受疫情严重冲击,故对2021年度业务发展必然会有影响。不过观其股价自年初至今亦回落不少,或已反映大部分负面因素,只是零售业受疫情影响仍深远,故暂不建议大家吸纳。

另外,药明生物(02269)宣布以每股作价137元配股4,500万股,较昨日收市折让7.87%,集资所得将用於持续全球扩张,包括为治疗COVID-19及其他相关CDMO项目而於美国兴建商业生产设施、於中国境外收购生产设施及於中国兴建微生物产品设施,以及用於本集团的一般营运用途。近年该公司大股东不断进行减持,今次则是公司进行配股,情况略有不同,且看今日股价会否出现较大调整。(笔者并未持有相关股份)~

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