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植耀辉: 消息主导美股先升後跌 港股续於23,000点争持
阿思达克 05-29 10:47
耀才证券研究部总监植耀辉称,美股隔晚(28日)走势反覆,早段延续近期强势,道指便一度升至25,758点,不过收市前有消息指美国总统特朗普将於美国时间今日(29日)召开记者会,投资者关注记者会内容。大市亦显着回落,最终收报25,400点,下跌147点或0.58%,纳指及标普500指数则分别收报9,368点及3,029点,下跌0.46%及0.21%。

至於经济数据方面,美国4月耐用品订单下跌17.2%,跌幅较预期为低;另外,上周新申领职业救济金人数213万人,同样低於市场预期。不过美国首季GDP修订为负5%,则较市场预期为差。

港股昨日表现亦相当反覆,早段高开後不久转跌,更一度大跌超过500点,但在中资融股造好下,大市跌幅陆续收窄,最终收市下跌168点,收报23,132点。成交相当活跃,达1,327亿元。由於政治因素拖累,後市仍会有较多不确定因素,相信恒指短期仍会缺乏方向,继续於23,000点水平上落。但如气氛再度转差,则恒指依然有机会下试22,000点。

股份方面,昨日提及之石药(01093.HK)股价急挫超过一成。除了受市况影响外,亦与内地有消息提到将进行第三轮医药带量采购有关。据消息指今次除医药外,医疗器械亦会包括在内,故就连早前走势甚佳之微创(00853.HK)亦受到拖累。无疑气氛对医药股有负面影响,但石药现价估值并不算贵,而且带量采购影响如何仍有待观察,现价亦有吸引力,故笔者维持昨日看法不变。至於其余医药股特别是B类股份,则笔者由於对相关股份认识不深之余,对尚处於研发能力而无实际收入之公司的投资价值有一定保留,加上股价大幅波动,故暂不建议投资者吸纳。

(笔者为证监会持牌人,并未持有相关股份)~

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