植耀辉: 纳指跌道指升357点 变数多恒指弹力有限
耀才证券研究部总监植耀辉称,美股隔晚(10日)个别发展,美国总统特朗普签署多项行政命令,延长部分已过期之疫情纾困措施,消息利好投资气氛,当中道指便上升357点或1.3%,收报27,791点,标普500指数亦升9点或0.27%,不过纳指表现则较反覆。最终仍跌42点或0.39%,收报10,968点。
受政治气氛笼罩,加上观望本周腾讯(00700.HK)及恒指季检情况,恒指走势亦变得缺乏方向,当然短期仍要视乎中美关系之演化,只是在情况难有改善,以及投资者维持观望下,相信港股亦难有突破,并继续於24,000至25,000点水平上落。
股份方面,腾讯及阿里巴巴(09988.HK)股价昨日继续捱沽,相比之下美团(03690.HK)则继续逆市靠稳。正如上日所指,美团业务主要集中内地,故不太受中美关系影响,当然业务发展第二季仍有相当挑战,但相比腾讯及阿里现时情况则变数可能较少。只是股价亦已累升不少,亦担心或会出现「见光死」情况,如股价未能冲破230元水平,可考虑先行获利离场锁定利润。
(笔者为证监会持牌人,持有阿里巴巴股份)~
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