植耀辉: 美股反覆续看疫情去向 雅居乐(03383.HK)分拆利股价
耀才证券研究部总监植耀辉称,美股隔晚(25日)先跌後反弹,初段续受疫情困扰,同时新申领失业救济金人数略差於市场预期,三大指数全数低开;其後在银行股支持下出现反弹,最终道指上升接近300点或1.18%,收报25,745点,标普500指数上升33点或1.1%,收报3,083点;纳指则再度破万点关口收市,收报10,017点,上升107点或1.09%。虽然美股上扬,但多个州份疫情感染数目又再度攀升,当中德州更宣布暂停重启计划。在疫情与经济之间究竟如何取舍,相信仍会是美国面对之一大难题。
至於港股,在假期前夕走势反覆,在腾讯(00700.HK)领军下虽然曾突破25,000点水平,但随着腾讯由升转跌,加上道期走势转弱,令港股最终下跌125点,并回落至24,780点水平。由於美股又再因疫情因素而变得波动,相信对港股仍会有一定影响。当然大市去向仍需留意新经济股表现,预期港股将继续於24,500点水平拉锯。
股份方面,雅居乐(03383.HK)宣布分拆旗下从事绿色生态景观服务以及智慧装饰家居服务之雅城集团上市,相信会对股价有正面帮助。事实上内房分拆除可释放其潜在价值外,某程度上亦可筹集资金以备不时之需,且看会否有更多房企进行此种分拆。不过短期而言,对雅居乐股价仍会有一定憧憬,短期暂看升一成,亦即先看10元水平作中短线目标。
(笔者为证监会持牌人,并未持有相关股份)~
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