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郭家耀: 通脹惹關注港股反覆 藥明生物(02269.HK)趁回調可吸
阿思達克 10-07 09:36
獨立股評人郭家耀稱,美股周三(6日)先跌後回升,能源價格急升引起通脹恐慌,拖累歐美股市早段受壓,道指一度急跌超過400點,其後美國債務上限問題有望逐步解決,加上上月私人機構職位調查數據理想,帶動大市回升,三大指數均錄得升幅收市。美元走勢向好,金價表現向上,油價先升後回,美國十年期債息維持於1.52厘水平。港股預託證券普遍造好,預料大市早段跟隨高開。 港股昨日反覆向下,指數一度低見23,800點水平,尾市稍為回穩,但仍失守24,000點關口,大市成交僅錄得千億元水平。市場繼續關注通脹問題,以及能源短缺對經濟影響,投資者表現謹慎,預料指數繼續於23,500至24,500點水平徘徊。 另美國藥廠Merck(MRK.US)研發的新冠肺炎口服藥Molnupiravir臨床測試結果理想,將向美國食品及藥物管理局申請緊急使用授權,消息拖累相關新冠疫苗及藥物概念股遭到拋售。不過,預料新藥不會對新冠疫苗需求帶來重大影響,主要由於疫苗用於預防感染,新藥則用作治療,新藥面世不會影響各地政府推行的疫苗計劃,相信疫苗股大跌屬市場反應過度。有份參與新冠疫苗項目研究的藥明生物(02269.HK) ,由於其產品管線甚廣,並不倚賴單一品種收入,近日調整將是理想吸納時機。 (本人沒持有上述股份)~
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