植耀辉: 憧憬经济反弹美股续升 本周焦点腾讯(00700.HK)季绩
耀才证券研究部总监植耀辉称,虽然非农就业职位大减2,050万个,同时最新失业率亦升至14.7%,但在投资者憧憬最坏时间过去下,美股三大指数续有好表现,道指上周五(8日)上升1.91%,收报24,331点;纳指上升1.58%,收报9,121点;标普500指数亦升1.69%,收报2,929点。
无疑美股强势明显,但本轮升势纯憧憬炒作居多,一旦再有负面消息,例如感染数目激增(当地正酝酿陆续恢复经济活动)又或经济未见起色(事实上职位流失以千万计,实在难以想像经济可以在短时间内恢复),美股或又会再次出现显着回调。
回说港股,上周初虽然受中美贸易再起波澜影响,然而其後数个交易日均出现反弹,加上中美贸易双方关系又有所改善,令大市气氛转好。不过,要留意中美贸易消息时好时坏,而且本周尚有腾讯(00700.HK)季绩,港股能否突破24,500至24,600点水平,相信仍言之尚早。
股份方面,不妨继续留意港交所(00388.HK),皆因过去周末有消息指京东最快将於本月底申请来港作第二上市,股价上周已跌至242.8元,现价有一定吸引力,不妨分阶段吸纳作中长线。
(笔者为证监会持牌人,并未持有相关股份)~
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