植耀輝: 美股反彈惟升幅收窄 港股續波動宜觀望
耀才證券研究部總監植耀輝稱,美股隔晚(28日)出現反彈,績優股股價造好,加上上周新申領失業救濟金數據優於預期,道指一度急升超過600點,其後升幅有所收窄。最終道指收報30,603點,上升300點或0.99%,標普500指數亦升近1%,收報3,787點;納指則上升66點或0.5%,收報13,337點。
港股方面,昨日再度大跌,恆指並一度跌破28,500點水平,最終收報28,550點,下跌746點,成交金額達2,698.8億元。成份股中跌幅多於3%之數目達12,權重股騰訊(00700.HK)及友邦(01299.HK)分別下跌2.9%及4.7%,拖累大市下跌93點及137點。跌幅最大則是與美國經濟敏感度最高之創科(00669.HK),大跌7.6%,另外舜宇(02382.HK)及吉利汽車(00175.HK)亦大跌近7%。
拖累港股下跌之主因,包括外圍市況波動及A股走勢轉差。不過無可否認的是,由於港股今年開局相當不俗,故一旦出現利淡消息,回調力度亦相對較大。事實上,不少個股近日跌幅驚人,但亦只是大漲小回而已。例如騰訊由767.5元高位回落至現水平,調整幅度達11%,但本月累升仍達到誇張之20.7%;SAAS概念股更誇張,微盟(02013.HK)1月25日一度高見27.3元,昨日收市價為21.8元,高位回調幅度已超過20%,但年初至今累升仍達到56.4%。所以雖然過去三個交易日已回調超過1,641點或5.4%,不過暫時仍傾向是急升後之調整,且看下方心理關口28,000點能否守穩矣。
(筆者為證監會持牌人,騰訊及友邦股份)~
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