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植耀輝: 刺激方案瀕幻滅美股挫 港股阻力仍看24,600點 微創醫療(00853.HK)料調整未完
阿思達克 10-20 11:49
耀才證券研究部總監植耀輝稱,美股隔晚(19日)顯著下跌,新刺激方案能否推出,成為美股走勢之一大不確定因素。事實上,大市早段表現不俗,投資者對方案仍有所憧憬,惟其後民主黨暗示不大可能在限期前達成協議,美股跌勢加劇,最終三大指數均低收,道指收報28,195點,下跌410點或1.44%,標普500指數收報3,426點,下跌56點或1.63%。納指收報11,478點,下跌192點或1.65%。

回說港股方面,內地第三季GDP數據雖遜預期,但其他經濟數據如零售表現皆有不俗表現,令恆指最終仍能維持上升勢頭,不過正如早前所指,24,600點之上阻力不輕,而在缺乏利好消息支持下,港股要出現突破恐有一定難度矣!值得一提的是,近期反彈功臣之一當要數到內銀股,雖然憧憬第三季度業績會有好表現及有機會不用「讓利」,儘管如此,在淨息差收窄以及作為「保經濟」後盾下,暫亦不見得有太大賣點,所以不建議在現水平追貨。

另外,亦要談談醫療設備股,特別要提提微創醫療(00853.HK)。昨日其股價大跌12%,並以全日最低位收市。事緣內地國家組織高值醫用耗材聯合採購辦公室發布《國家組織冠脈支架集中帶量採購檔》,當中便包括微創醫療供應之冠脈支架。由於帶量採購意味或會出現大幅降價,故投資者擔心會影響微創盈利,因此導致股價大跌。筆者認為,有關影響現階段還須觀察,但過去藥股面對相關措施時,股價均出現顯著震盪,恐怕今次調整未完,故暫不建議撈底。

(筆者為證監會持牌人,並未持有相關股份)~

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