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植耀辉: 美股现回调压力 B类股炒作须留意
阿思达克 05-22 10:50
耀才证券研究部总监植耀辉称,美股隔晚(21日)走势有所回调,上周新申领失业救济金人数达到244万人,令投资者关注经济前景,同时中美关系又有转趋恶化迹象,令美股受到影响。道指收报24,474点,下跌101点或0.4%;标普500指数收报2,948点,下跌23点或0.8%;纳指跌幅较大,收报9,284点,下跌90点或1%。

港股昨日继续呈反覆格局,高开见24,528点,但已是全日最高位,其後恒指於24,400点水平争持,不过临近收市走势转差,最终下跌119点,收报24,280点。恒指自4月7日起至今基本上一直处於横行格位,约於23,500点至24,500点上落,由於仍静待两会行情消息,所以後市短期仍难摆脱上落市格局矣!

股份方面,一定要提提B类股份,亦即未有收入及盈利之生物科技股。生物科技类股份近日颇受追捧,其一是疫情持续有利医药股投资气氛,其二是投资者憧憬这类公司研发项目一旦成功,便能为公司带来莫大经济利益,所以市场炒作如此利害有其原因,何况部分生物科技股份不排除会有货源归边的情况。然而不少药物研发时间相当漫长,中途失败的例子亦不少,加上个别股份如康希诺生物(06185.HK)股价自上市至今累升十多倍,在未有盈利支持下,升幅回此实在令人担心估值过高。所以,即使昨日股价下挫,但还是不建议大家考虑矣!

(笔者为证监会持牌人,并未持有相关股份)~

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