植耀辉: 纳指收复年内失地 港股24,000点续争持
耀才证券研究部总监植耀辉称,美股隔晚(7日)继续造好。虽然经济数据表现欠佳,惟投资气氛仍不俗,特别是市场憧憬最坏情况已过,令三大指数均上扬,当中道指收报23,875点,上升211点或0.9%,标普500指数亦升32点或1.2%,收报2,881点。纳指上升125点或1.4%,收报8,979点。值得留意的是,纳指已完全收复今年失地,年初至今微升0.08%。
虽然美股表现不俗,但今晚(8日)就业数据仍需留意,而且美国总统特朗普现时有点兵行险着,不理疫情状况而选择尽快恢复经济活动,後果依然难料,加上美股现时估值不低,一旦气氛逆转,恐怕美股又会有相当调整矣。
港股方面,昨日主要於24,000点水平争持,走势未见方向,毕竟投资者依然关注经济行情,同时疫情状况依然难测,所以投资者在现水平未敢轻言入市亦属正常,何况今晚美国亦将公布非农就业数据,现时估计4月非农职位将减少2,125万,失业率会升至16%。虽然数据欠佳已是预期之内,只是会对美股带来多少冲击,今晚将自有分晓。总之,港股在现水平仍不太值博,建议还是待更低水平再作考虑。
股份方面,港交所(00388.HK)昨日公布今年首季业绩。业绩表现已是预期之内,不过港交所同时宣布集团行政总裁李小加将於2021年10月合约期届满後不再重续,消息令港交所午後股价受压。某程度上,过去十年港交所发展变得多元化,当中包括沪深港通、同股不同权公司上市,以及更多ETF产品推出市场。所以未来接班人能否继续有新搞作,投资者自然关心。但现时距离其离任时间尚有一段颇远时间,所以实际影响料有限,何况尚有更多中概股来港上市之利好消息。所以若股价回落至235至240元附近,不妨采取分段吸纳策略。
(笔者为证监会持牌人,并未持有相关股份)~
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