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植耀辉: 美股三大指数齐破顶 医药股变数多宜短线
阿思达克 12-18 11:08
耀才证券研究部总监植耀辉称,美股昨日(17日)继续有不俗表现,虽然新申领失业救济金人数多於市场预期,但新一轮刺激经济方案有望出台,利好三大指数表现,并再创历史新高。道指上升148点或0.49%,收报30,303点,标普500指数亦升21点或0.58%,收报3,722点,纳指升幅则达0.84%,收报12,764点。

港股昨日持续见有反弹,并再次重上26,600点水平。大市升势主要是受A股造好及美期升幅扩大所带动,科技股便成为升市主要动力,另外医药股亦见强劲反弹,中生制药(01177.HK)及药明生物(02269.HK)便分别急升7.8%及6.5%。虽然大市走势再度有所改善,但要出现突破似乎现时仍未见有太多催化剂,加上临近长假期,预期在假日气氛渐浓下,大市暂时仍预期会维持於26,000点至27,000点水平上落。

亦要谈谈药股表现。过去两日医药股出现强劲反弹,主要是与医保谈判药品降幅较预期少有关。由於投资者早前已抛售相关股份,故有所反弹亦合理,只是相关板块未来变数仍多,特别是药品降价已成趋势,故此虽然预期药股短期仍有反弹,但亦不宜过於乐观,建议可逢高稍作减持。

(笔者为证监会持牌人,并未持有相关股份)~

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