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植耀辉: 憧憬疫情改善道期急升 港股24,500点阻力大
阿思达克 04-17 11:44
耀才证券研究部总监植耀辉称,美股隔晚(16日)先跌後反弹,早段曾挫近300点,但在科技股支持下,道指最终上升33点,收报23,537点,标普500指数收报2,799点,升16点;纳指表现强劲,上升139点或1.7%,收报8,532点。不过美股在收市後,受有消息指药厂Gilead一款药物在治疗新冠肺炎患者方面取得令人鼓舞的成效,消息刺激道期大升,执笔时超过3%。

另外,美国劳工部公布,截至4月11日止一周,新申领失业救济人数524.5万人,虽较预期为佳,但已是连续三星期新申请领失业救济人数超过500万人。而过去四星期,累计新申领失业救济人数已超过2,200万人。

港股方面,早段跌幅一度近300点,不过腾讯(00700.HK)股价抽升,便令恒指跌幅显着收窄。事实上,单一只腾讯便为恒指贡献79点,而恒指最终报24,006点,下跌138点。金融股表现欠佳,汇控(00005.HK)、建行(00939.HK)及友邦(01299.HK)均下跌1%至2%,汇控亦再次失守40元关口。根据《彭博通讯社》引述知情人士指出,新加坡石油交易商兴隆集团财困,其银行债务至少达30亿美元,当中便包括汇控,其亦占贷款比例最多,贷出约6亿美元。除此以外,美国金融股业绩表现不济,亦令投资者关注其前景。不过始终业务难有憧憬,故不建议大家考虑矣。

另外,网上医疗概念股继续走强,平安好医生(01833.HK)逼近100元,阿里健康(00241.HK)亦创新高。无疑概念「食正」近日疫情状况,只是累如此升幅,似乎亦已充份反映利好因素,所以现水平不宜高追矣。

至於今日(17日)港股,由於道期又再度急升,相信会对港股有一定支持,不过24,500点阻力仍大,另宜留意今早内地公布之首季经济数据表现。

(笔者为证监会持牌人,并未持有相关股份)~

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