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植耀辉: 憧憬复苏美股现反弹 港股短线支持22,400点
阿思达克 05-25 10:30
耀才证券研究部总监植耀辉称,美股上周整体表现不俗,虽然周五(22日)整体变动不大,但全周计道指上升779点或3.3%,标普500及纳指则分别上升3.2%和3.4%。上升原因不外乎是受当地五十州全面松绑,令投资者憧憬经济有望早日反弹之故。只是面对现时疫情持续,经济数据仍见疲弱,加上错综复杂的中美关系,恐怕美股强势难以持续。另外,今日(25日)美股因阵亡将士纪念日休市一天。

港股上周五急挫,政治因素以及担心中美磨擦加剧令港股遭到抛售,成份股全线下跌之余,部分如信置(00083.HK)及领展(00823.HK)跌幅更超过一成。事实上港股近年大跌,主要原因均离不开政治话题,由於今次事件影响颇深远,加上存在众多不确定性,故大市再下跌的机会颇高。而且,即使从走势上看,恒指向下跌破早前23,500点至24,600点之区间水平,短期支持将下试至22,400点附近。

股份方面,本地金融及地产股成跌市重灾区,汇控(00005.HK)跌至逾十一年低,友邦(01299.HK)单日更大跌9%;地产股跌幅亦惊人。金融股形势严峻已非今日事,自去年中已不断指因担心经济因素而看淡,至於地产在经济前景充满阴霾下,虽有全球无限QE之憧憬,但经济疲弱以至失业率上升皆不利楼市发展,若再加上近期事件,还是建议大家先观望会较好。

(笔者为证监会持牌人,并未持有相关股份)~

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