植耀辉: 美股连升三星期 港股区间上落格局未变
耀才证券研究部总监植耀辉称,美股上周五表现反覆,零售销售数据优於预期,刺激道指有不俗表现,不过标普500指数则未见受惠,纳指尾市更显着下跌,最终道指上升112点或0.39%,标普500指数持平,纳指则下跌42点或0.36%。全周计,道指及标普连续三星期上升,纳指则更连升四个星期。
港股方面,上周五在内银股造好,加上科技股亦有好表现的情况下出现反弹,上升228点或0.94%,恒指亦重上24,386点,逼近24,400点水平。全周计,指亦升267点或1.1%。不过随着美国总统大选日渐逼近,笔者相信投资者亦会开始变得审慎,同时内地本周亦将公布重磅经济数据,包括第三季GDP等,预期港股将继续维持拉锯格局,於24,000至24,600点水平上落。
股份方面,物管股近期走势转弱,某程度上反应投资者对相关板块之喜好有所减退有关。事实上,现时可选择之物管股较以往不论数目或种类皆令投资者「眼花撩乱」,而且未来还有多间物管股排队上市,包括今日(19日)开始招股之合景悠活(03913.HK),以及恒大(03333.HK)、世茂(00813.HK)及融创(01918.HK)等内房公司亦即将分拆旗下之物管公司等;另外估值下调亦令相关板块股价出现调整。笔者对相关行业前景看法仍正面,只是在短期缺乏利好消息支持下,预期股价表现仍会较失色,建议暂继续观望较佳。
(笔者为证监会持牌人,并未持有相关股份)~
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