植耀辉: 港股反弹成交缩 汇控(00005.HK)急弹惟不宜追入
耀才证券研究部总监植耀辉称,港股昨日(28日)表现不俗,恒指上升240点或1.04%,收报23,476点,不过单一只汇控(00005.HK)已为恒指贡献达148点。此外,港股昨日成交金额只得933.4亿元,而今日(29日)起港股通将暂停,直至10月9日才恢复,相信大市短期成交会有所缩减,尤其是本周只得三个交易日,加上长假期因素,相信在观望气氛下,港股短期未必会有太大上落,并继续於23,000至23,700点水平上落。当然,外围情况依然备受关注,特别是中美关系肯定将继续是市场焦点。
亦不得不提汇控股价表现。汇控昨日单日上升9.2%,论升幅确实相当惊人,然而由於股价已大幅回落,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,当中单是「北水」便占成交超过三分之一,并录得14.64亿元净流入。另外,亦不排除是与「挟淡仓」有关。由於股价累跌不少,故短期再出现反弹亦不出奇,只是基於业务发展仍存在众多不确定性,加上如英国出现「硬脱欧」及推出「负利率」措施的话,对汇控等金融机构均会带来冲击,故暂仍不建议投资者搏反弹矣。
(笔者为证监会持牌人,并未持有相关股份)~
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