植耀辉: 美企展望不佳美期挫 恒指继续区间上落
美股隔晚出现反弹,三大指数升幅介乎0.5-1.6%,当中以纳指表现最佳,上升180点,收报11185点,至於道指及标普500指数则收报26659点及3310点。虽然指数造好,不过收市後多间大型科技巨企业公布季绩,表现大部分均符预期,惟展望未见惊喜或令市场失望,拖累股价於盘後交易下跌,当中苹果公司於场外交易时段便下跌超过4%;不过亦有股份造好,Google母公司Alphabet业绩胜预期,场外交易时段股价大升超过6%。
回说港股,昨日走势相当不俗,尤其是隔晚在道指大跌943点下,最终恒指亦仅下跌122点而已,当中科技股表现亮丽,腾讯(00700.HK)及美团(03690.HK)更一度再创上市新高,至於中资股则受压,中联通(00762.HK)下跌3.5%,中国人寿(02628.HK)业绩表现逊预期,股价亦跌3.1%。虽然大市跌势不大,不过正如笔者过去一周不断强调,大市去向仍受制於多个因素,当中下周美国大选将是全球金融市场焦点,亦可能会对美股有较大影响。当然中港疫情相比外围较好,只是经济大环境仍相当不明朗,相信今日大市仍会维持区间上落。
股份方面,科技股继续是焦点,特别是北水持续流入腾讯及美团,令股份继续强势,惟笔者认为升幅实在过大矣!故不建议大家现水平追货。至於昨日提到之港交所(00388.HK)股价表现亦相当不俗,基於利好因素仍有望发酵,故可考虑继续持有,目标继续看400元水平。
笔者持有Alphabet股份
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