植耀輝: 再憧憬刺激方案美股揚 港股缺方向續拉鋸
耀才證券研究部總監植耀輝稱,美股隔晚(19日)上升,受又有消息指國會將重新恢復新一輪刺激經濟措施談判。受此消息影響,美股尾市出現反彈,道指上升44點或0.15%,收報29,483點,標普500指數上升14點或近0.4%,收報3,581點。納指上升103點或0.87%,收報11,904點。
至於港股昨日則下跌,受隔晚美股走勢轉差拖累;不過大市整體變幅其實不大,並繼續於25,800至26,500點水平上落。事實上昨日大市雖然走弱,但主要是受騰訊(00700.HK)及阿里巴巴(09988.HK)拖累,當然內銀股亦是拖累大市下跌板塊,惟跌幅嚴格上亦不多,故預期在此情況下,大市只仍會維持一定程度波幅上落。
當然亦要談談股份表現。旺旺(00151.HK)昨日公布截至九月底止上半年業績,收益及股東應佔溢利分別上升10.7%及20.9%,按業務表現分析,米果類收入增長9.4%,乳品及飲料類亦升7.4%,而休閒食品類則增速較快,達到17.7%,毛利率方面則受原材料上升而由去年同期之微跌0.7個百分點至48.2%。論表現其實尚算不俗,特別是收入增速較快,反映在集團多渠道銷售策略下似乎有不俗表現。加上股價跟一眾內需股相比仍較落後,如能確認突破5.7元水平,料有力上試6.15元水平。
(筆者為證監會持牌人,持有騰訊及阿里股份)~
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