植耀輝: 美股反彈科技股造好 港股有望跟隨
耀才證券研究部總監植耀輝稱,美股隔晚大幅反彈,企業季績表現勝預期,科技股出現顯著反彈,當中尤以半導體股份走勢更佳,最終道指大升754點或2.4%,標普500指數亦升105點或2.76%,納指升幅更超過3%,收報11,713點。收市後公布季績之Netflix(NFLX.US)表現亦優於預期,股價盤後交易上升超過7%。
至於港股,受美股下跌加上阿里巴巴(09988.HK)股價拖累,恆指早段跌幅一度接近300點,雖然跌幅一度有所收窄,但全日計恆指仍下跌185點或0.89%,收報20,661點,科技指數跌幅則達到1.48%,收報4,506點。不過大市交投相當清淡,全日計成交金額只得840億元。成份股中以碧桂園服務(06098.HK)表現最差,跌幅達5.77%,其次為舜宇(02382.HK)及石藥集團(01093.HK),跌幅達到3.69%及3.44%。至於上升股份中以盈喜股藥明生物(02269.HK)表現最佳,與東方海外(00316.HK)及中海油(00883.HK)同升超過1%。
大市氣氛依然相當審慎,從成交量萎縮至只得839億元可見一班。由於美股隔晚大幅反彈,預期港股亦有望造好,但大市亦確充滿不確定性,內地爛尾樓斷供危機之因素仍會是焦點,美股及美企業績表現亦頗受關注,另外尚要關注本地息口去向,因銀行體系結餘已進一步下跌至1,764.6億元,本地會否快將展開加息步伐,對後市亦會有相當影響。預期在此氛圍下,投資者仍會較維持觀望,後市暫仍看20,700點能否企穩。
(筆者為證監會持牌人,持有東方海外及中海油)
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