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植耀輝: 科企業績佳撐美股 變數多港股續欠方向
阿思達克 07-31 11:54
耀才證券研究部總監植耀輝稱,美股隔晚(30日)走勢波動,美國第二季GDP表現遜預期,美國國會亦未就達成新刺激法案取得重大進展,同時美國總統特朗普提出基於安全考慮,建議推遲11月大選。在眾多因素影響下,美股開市早段向下,道指跌幅更一度超過500點。不過科技股表現理想,令道指及標普500指數跌幅收窄,最終道指收市下跌225點或0.85%,收報26,313點,標普500指數則跌12點或0.38%,收報3,246點。至於納指表現不俗,上升44點或0.43%,收報10,587點。

而在收市後多間美國大型科技股包括Facebook、Amazon及Apple公司公布之季度業績,表現均勝市場預期,預期對今晚(31日)美股會有一定支持,相關股份股價在盤後交易均有不俗升幅,建議可繼續持有相關科技股份。

至於港股表現,恆指呈先升後跌格局,最高曾升至25,197點,但午後走勢逐步轉差,跌幅更一度擴大至超過270點,最終港股收報24,710點,下跌172點,成交金額則回升至1,283.71億元。現時大市走勢仍較反覆,始終困擾市場之變數甚多,中美關係或又會成為其中一個最大變數,加上下周起又會開始有藍籌股公布業績,預期港股暫仍維持震盪格局,短期暫先看24,300點支持。

股份方面,筆者以往曾推介之國際家居零售(01373.HK)截至4月30日止年度業績表現不俗,盈利增長26.8%至1.51億元,當中若單計下半年純利增長更達到46%,得益於引入個人和家庭護理用品等快速消費品,以及提升營運效率有關。集團並指出在7月起已推出自家品牌口罩,加上新加坡業務亦持續見改善,相信今年下半年業績會繼續有好表現。同時基於集團派息理想,現價計仍有高達6厘股息率,相信股價仍有上升空間。建議可待2.2元以下買入作中長線持有,中長線上望2.8元水平。

(筆者為證監會持牌人,持有Amazon股份)~

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