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植耀辉: 科技股反弹难阻美股跌 负面因素充斥汇控(00005.HK)续寻底
阿思达克 09-22 10:55
耀才证券研究部总监植耀辉称,美股隔晚(21日)大幅波动,在科技股及金融股急挫拖累下,美股全线急挫,道指最多便曾大跌超过900点。不过其後科技股出现反弹,令美股跌幅收窄,最终道指收报27,147点,下跌509点或1.84%,标普500指数则下跌1.16%,收报3,281点,纳指则微跌0.14%,收报10,778点。

港股方面,受科技股出现显着震荡,加上美国针对中国科技股的行动又再升温,港股投资气氛进一步转差,而且过气「股王」汇控(00005.HK)在连串负面消息冲击下接连破底,拖累恒指跌破24,000点关口。港股走势确有转弱迹象,尤其是昨日大成交跌破关键支持之余亦配合大成交,加上环顾市场亦未见有利好消息,恐怕大市下试23,700点以下水平机会相当高,笔者仍是那一句,暂保持观望会较好。

亦要谈谈汇控股价表现。汇控股价昨日破底,并以全日最低位收市。笔者过去已多次指银行业为百业之母,经济环境欠佳下银行亦肯定「无运行」;环顾全球银行股表现,其实表现也跑输大市。问题只是本身行业基本面已不理想,但汇控有更多负面消息困扰,亦即(1)汇控或被列入中国《不可靠实体清单》;(2)被指於1999年至2017年期间,「涉嫌持续搬运罪犯的资产,甚至在他们被金融违规行为遭起诉或判刑後」。有关消息直接拖累汇控股价表现。汇控现时股价已跌至金融海啸後新低,但基於前景依然未见曙光,故不建议现水平买入博反弹。持货之投资者亦不宜在现水平胡乱沟货,毕竟持续困扰之因素仍多,恐怕股价仍有不断寻底之可能。

(笔者为证监会持牌人,并未持有相关股份)~

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