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植耀輝: 港股逼近一年高位 物管股急升宜稍觀望
阿思達克 01-07 11:23
耀才證券研究部總監植耀輝稱,港股昨日(6日)繼續有好表現,在ATM及油股有好表現情況下,恆指升至近十一個月高位,收報27,692點,上升42點,不過成交金額則達到2,181億元。

港股近期市底相當不俗,藍籌股輪流成為推升大市之動力,昨日便輪到ATM及匯控(00005.HK)支持大市。的確,恆指在升破27,000點後走勢確明顯轉強,向上進一步挑戰28,000點之機會仍高。當然後市須繼續關注外圍情況,不過只要投資氣氛仍佳,特別是A股及人民幣匯價續強,相信短期市況仍可審慎樂觀,故繼續以28,000點作短期大市目標。

股份方面,基本上不少股份持續創新高,個別弱勢板塊如物管亦受政策支持而大幅反彈。住建部等十部門昨日發表《關於加強和改進住宅物業管理工作的通知》,要求加快發展物業服務業,推動物業服務向高品質和多樣化升級,一時之間,多隻物管被大幅炒上,銀城生活(01922.HK)急升近四成,中海物業(02669.HK)亦大升近25%,雖說有政策因素,但升幅如此驚人也實在有點過份,雖然股價仍大落後,但仍要小心短期高追之風險。

至於友邦(01299.HK)及港交所(00388.HK)昨日逆市下跌,相信是與短期累升不少有關,持貨者可繼續耐心持有,如短期再有5%至10%調整,可分階段吸納並作中長線持有。

(筆者為證監會持牌人,持有騰訊、阿里巴巴及港交所股份)~

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