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植耀輝: 美股連升三星期 港股區間上落格局未變
阿思達克 10-19 11:53
耀才證券研究部總監植耀輝稱,美股上周五表現反覆,零售銷售數據優於預期,刺激道指有不俗表現,不過標普500指數則未見受惠,納指尾市更顯著下跌,最終道指上升112點或0.39%,標普500指數持平,納指則下跌42點或0.36%。全周計,道指及標普連續三星期上升,納指則更連升四個星期。

港股方面,上周五在內銀股造好,加上科技股亦有好表現的情況下出現反彈,上升228點或0.94%,恆指亦重上24,386點,逼近24,400點水平。全周計,指亦升267點或1.1%。不過隨著美國總統大選日漸逼近,筆者相信投資者亦會開始變得審慎,同時內地本周亦將公布重磅經濟數據,包括第三季GDP等,預期港股將繼續維持拉鋸格局,於24,000至24,600點水平上落。

股份方面,物管股近期走勢轉弱,某程度上反應投資者對相關板塊之喜好有所減退有關。事實上,現時可選擇之物管股較以往不論數目或種類皆令投資者「眼花撩亂」,而且未來還有多間物管股排隊上市,包括今日(19日)開始招股之合景悠活(03913.HK),以及恆大(03333.HK)、世茂(00813.HK)及融創(01918.HK)等內房公司亦即將分拆旗下之物管公司等;另外估值下調亦令相關板塊股價出現調整。筆者對相關行業前景看法仍正面,只是在短期缺乏利好消息支持下,預期股價表現仍會較失色,建議暫繼續觀望較佳。

(筆者為證監會持牌人,並未持有相關股份)~

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