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耀才(01428.HK)料港股於24,000水平見底 末季可喘定
耀才證券(01428.HK)執行董事兼行政總裁許繹彬於論壇活動上表示,港股市場下半年起受一連串政策風險影響,走勢反覆向下,政策對科技、教育、醫藥、博彩業均造成打擊,加上中國恆大(03333.HK)債務事件引發骨牌效應,拖累內房、內銀及物管等板塊的表現,大市利淡因素揮之不去,市場氣氛變得更審慎,沽壓沉重。 但他指出,隨着國內情況緩和,加上年尾粉飾櫥窗的工作,預期若恆指已在早前的約24,000點水平見底,港股第四季走勢應該可喘定。他指出,科技及物管股已沉睡多時,有望在第四季回勇,扭轉跌勢。 新股方面,第三季至今共有31只新股在港上市,平均累積跌6.3%,有約58%跌穿招股價。他估計,若港股日均成交金額升至約2,000億元,新股市場可見覆蘇,並提醒投資者關注中國中免及商湯科技等焦點新股。
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