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植耀輝: 議息不變美股續上揚 港股二萬五續拉鋸
阿思達克 07-30 11:47
耀才證券研究部總監植耀輝稱,隔晚(29日)美股在科技股持續有好表現下造好,道指上升160點或0.6%,收報26,539點,標普500指數及納指則分別收報3,258點及10,542點,上升1.2%及近1.4%。

至於美股短期表現,未來數天仍會有多間大型科技巨企公布業績,故仍會左右納指表現;此外,共和民主兩黨就是否延長時每星期600美元之聯邦額外失業救濟金計劃存在重大分歧,相關消息亦會對美股去向帶來一定變數。

另外,聯儲局在議息會議後一如預期宣佈維持利率不變,維持在0%至0.25%水平。會後聲明亦指會動用一切可用工具去維持經濟增長。

港股方面,雖然騰訊(00700.HK)股價有所偏軟,但在匯控(00005.HK)出現反彈下,恆指最終仍能上升110點,收報24,883點,成交量則進一步萎縮至1,044億元水平。大市現時仍缺乏明確方向,畢竟投資者繼續觀望中美關係最新發展,同時亦關注美股業績以及A股表現。相信港股短期仍會持續窄幅上落,並於25,000點水平徘徊。

股份方面,昨日晶片股普遍上升,中芯國際(00981.HK)及華虹半導體(01347.HK)分別上升8.7%及13.3%,剛公布中期業績之ASM太平洋(00522.HK)則下跌6.3%。筆者相信,芯片股上升可能是與AMD業績勝預期有關,至於ASM太平洋股價下跌,則可能是與減少派息,以及股價早前急升而出現獲利回吐有一定關係。筆者認為,ASM太平洋業績表現其實不俗,只是股價早前累積頗多升幅,故出現調整屬合理,惟現價暫仍不建議吸納,可待其回落至90元附近再作考慮。

(筆者為證監會持牌人,並未持有相關股份)~

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