耀才料恆指短期於24,000至26,000點水平上落
耀才證券(01428.HK)研究部總監植耀輝指出,港股今年表現明顯跑輸外圍市場,當中部分原因在於行業持續有監管消息,加上內房債務問題及對經濟前景關注,令投資者採取觀望態度,預期相關因素在未來一段時間仍會困擾港股表現,估計恆指短期將繼續於24,000至26,000點水平上落,較看好新能源及儲電概念等受惠國策的板塊。
但他指出,內房行業直接投資佔中國GDP約7%,相信當局會以可控的方式處理,可見情況下不會出現太大危機。
耀才證券研究部副經理黃澤航表示,今年A股中小創大幅跑贏滬指,電動車、綠色能源等板塊不斷走強,在短期經濟增長和通脹壓力預期影響下,滬指年內再度上試3,731點難度不小,部署上考慮到疫情後期經濟轉型趨勢、政策邏輯轉變和資金風格變化,繼續看好新能源產業。北交所方面,他指出,資本市場對新能源給予估值較高,初期市況波動、股價上升數倍屬正常。
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