植耀輝: 大市是否已擺脫跌勢仍言之尚早
耀才證券研究部總監植耀輝稱,美股隔晚反覆,開市早段受高盛等季績表現勝預期支持,三大指數均顯著造好,惟其後傳出蘋果公司明年將暫緩招聘,大市氣氛隨即轉差,科技股更顯著下跌,最終道指下跌215點或0.7%,收報31,072點,標普500指數及納指跌幅則超過0.8%,至於蘋果公司股價最終亦跌2%。
港股方面,昨日顯著反彈548點或2.7%,重上20,800點水平,不過成交量則只維持在1,161億元水平。上週大跌之內銀及內房股見反彈,當中碧服(06098)急升6.4%,碧桂園(02007)亦升超過6%,另外美國經濟數據表現理想亦帶動創科(00669)反彈超過6.2%。至於表現較差為比亞迪(01211),但亦只是微跌0.1%,為成份股中唯一下跌股份。
雖然大市反彈勢頭不俗,但是否已擺脫跌勢仍言之尚早,始終上週不論指數或個股(尤其是內房股)累跌不少,故出現技術反彈亦合理;只是左右後市之變數仍存在,內房問題是否已得到解決仍言之尚早,雖然銀保監指會「千方百計」確保交樓,但具體措施如何尚須觀察,而且正如筆者一直強調,本季為內房債務到期之高峰期,不排除會出現更多違約事件,相信內房股價仍會相當波動,而且外圍亦有多間大型企業將陸續公布業績,對美股亦會有一定影響,短期先留意恆指能否先企穩20,700點水平。(筆者為證監會持牌人,並未持有相關股份)~
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