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植耀辉: 美股大幅反弹 港股继续区间上落
阿思达克 06-16 11:03
耀才证券研究部总监植耀辉称,隔晚(15日)美股继续出现波动。受担忧疫情出现第二波爆发的阴霾影响,美股大幅低开,惟其後美国联储局宣布,将购买个别公司债券,消息刺激美股反弹,三大指数亦由跌转升,最终道指收报25,763点,上升157点或0.62%;标普500指数上升25点或0.83%,收报3,066点;纳指则收报9,726点,上升137点或1.43%。

港股方面,昨日大跌542点,主要是因道期大幅急挫所致。当然,由於美股隔晚走势有所改善,加上23,500点附近过去亦有不俗支持,故出现反弹机会颇高。问题是大市要突破24,500点阻力则仍有相当难度,始终市场现时不确定性因素增加,若疫情出现第二波爆发,则可能会为投资市场带来新一轮沽压。

另外,物管股继续出现配股潮,笔者上周已指出物管股筹集资金以助发展,故只要是用於业务发展或并购身上,其实亦无不妥,特别是股价屡创新高之时。何况部分规模较少之物管公司,若要维持可观增长以支持高估值,并购亦是无可避免。只是短时间内接连有公司出手,则无可避免会影响投资气氛。不过始终大型物管财务状况相对理想之余,未来发展亦有一定保证。故不妨待本轮调整完成後,分段吸纳中海物业(02669.HK)、雅生活(03319.HK)及碧桂园服务(06098.HK)。

(笔者为证监会持牌人,并未持有相关股份)~

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