植耀輝: 港股反彈成交縮 匯控(00005.HK)急彈惟不宜追入
耀才證券研究部總監植耀輝稱,港股昨日(28日)表現不俗,恆指上升240點或1.04%,收報23,476點,不過單一隻匯控(00005.HK)已為恆指貢獻達148點。此外,港股昨日成交金額只得933.4億元,而今日(29日)起港股通將暫停,直至10月9日才恢復,相信大市短期成交會有所縮減,尤其是本周只得三個交易日,加上長假期因素,相信在觀望氣氛下,港股短期未必會有太大上落,並繼續於23,000至23,700點水平上落。當然,外圍情況依然備受關注,特別是中美關係肯定將繼續是市場焦點。
亦不得不提匯控股價表現。匯控昨日單日上升9.2%,論升幅確實相當驚人,然而由於股價已大幅回落,故即使大升,但已是「今非昔比」,上升亦只是2.6元而已!至於昨日大升,某程度上亦是北水因素,當中單是「北水」便佔成交超過三分之一,並錄得14.64億元淨流入。另外,亦不排除是與「挾淡倉」有關。由於股價累跌不少,故短期再出現反彈亦不出奇,只是基於業務發展仍存在眾多不確定性,加上如英國出現「硬脫歐」及推出「負利率」措施的話,對匯控等金融機構均會帶來衝擊,故暫仍不建議投資者搏反彈矣。
(筆者為證監會持牌人,並未持有相關股份)~
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