植耀輝: 科技股反彈難阻美股跌 負面因素充斥匯控(00005.HK)續尋底
耀才證券研究部總監植耀輝稱,美股隔晚(21日)大幅波動,在科技股及金融股急挫拖累下,美股全線急挫,道指最多便曾大跌超過900點。不過其後科技股出現反彈,令美股跌幅收窄,最終道指收報27,147點,下跌509點或1.84%,標普500指數則下跌1.16%,收報3,281點,納指則微跌0.14%,收報10,778點。
港股方面,受科技股出現顯著震盪,加上美國針對中國科技股的行動又再升溫,港股投資氣氛進一步轉差,而且過氣「股王」匯控(00005.HK)在連串負面消息衝擊下接連破底,拖累恆指跌破24,000點關口。港股走勢確有轉弱跡象,尤其是昨日大成交跌破關鍵支持之餘亦配合大成交,加上環顧市場亦未見有利好消息,恐怕大市下試23,700點以下水平機會相當高,筆者仍是那一句,暫保持觀望會較好。
亦要談談匯控股價表現。匯控股價昨日破底,並以全日最低位收市。筆者過去已多次指銀行業為百業之母,經濟環境欠佳下銀行亦肯定「無運行」;環顧全球銀行股表現,其實表現也跑輸大市。問題只是本身行業基本面已不理想,但匯控有更多負面消息困擾,亦即(1)匯控或被列入中國《不可靠實體清單》;(2)被指於1999年至2017年期間,「涉嫌持續搬運罪犯的資產,甚至在他們被金融違規行為遭起訴或判刑後」。有關消息直接拖累匯控股價表現。匯控現時股價已跌至金融海嘯後新低,但基於前景依然未見曙光,故不建議現水平買入博反彈。持貨之投資者亦不宜在現水平胡亂溝貨,畢竟持續困擾之因素仍多,恐怕股價仍有不斷尋底之可能。
(筆者為證監會持牌人,並未持有相關股份)~
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