植耀辉: 港股回稳惟变数多 港交所(00388.HK)势强逢低吸
耀才证券研究部总监植耀辉称,港股昨日(25日)走势反覆,开市後一度急跌超过400点,其後在腾讯(00700.HK)及港交所(00388.HK)发力下倒升,最终港股收市倒升22点,收报22,952点,成交量则维持活跃,达到1,182亿元。上文提到之腾讯上升4.2元或1%,收报416.6元,但论表现最佳则肯定是港交所,大升6%至275元,逼近280元附近之重大阻力区。一连串中概股回归憧憬,以及内地大型超市物美拟来港上市之消息,令港交所股价接连上升。事实上由於市况变数甚多,投资者拣股亦变得简单化,故强势股如物管、医疗相关以及港交所便不断有资金追捧。
笔者也认为,基於港交所独特地位及角色,同时中概股有其原因来港作第二上市,对港股市值及每日成交均会有相当大帮助,中长线而言港交所亦肯定是最受惠之股份。只是股价昨日已急升之余,近期升幅亦不算少矣!故投资者亦可待其稍作回调再作吸纳,现阶段即使追货亦只宜小注。
至於大市方面,变数依然存在,中美关系以至本地政治因素仍会继续困扰市场气氛。相信恒指现段亦只会於23,000点水平上落。
(笔者为证监会持牌人,并未持有相关股份)~
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