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植耀輝: 後市仍維持反覆偏軟格局不變
耀才證券研究部總監植耀輝稱,美股隔晚個別發展,道指及標普500指數下跌,當中後者更是連續第六個交易日下跌;納指則有所反彈,但力度亦有所收窄。最終道指下跌125點,收報29,134點,年初至今累跌近兩成;標普500指數則下跌7點,收報3,647點,年初至今累跌23.5%;納指上升26點,收報10,829點,年初至今累跌超過三成。 港股方面,走勢未見太大起色,並一度跌至17,648點,再創近11年低位;雖然最終能止跌回升,但恆指全日亦僅上升5點而已,另外仍有14隻成份股破底,創至少一年新低,反映大市氣氛仍差,大市成交金額則維持於975億元水平。 息口敏感股跌勢顯著,領展(00823.HK)、港鐵(00066.HK)及煤氣(00003.HK)等均創至少一年新低,另外內銀股表現亦差,建行(00939.HK)、工行(01398.HK)等股價亦破底。反觀內需消費股則有資金追捧,海底撈(06862.HK)及美團(03690.HK)便分別上升6.4%及4%。 由於隔晚中概股表現欠佳,科技股又再度偏軟,情況或會拖累今日港股表現。當然後市其中一個須關注之情況為A股表現,如A股能持續反彈,對港股亦會有一定支持。只是大市整體氣氛仍不樂觀,昨日雖然最終於止跌回穩,惟力度亦相當不足,預期後市仍維持反覆偏軟格局不變,短期先看17,500點能否守穩。(筆者並未持有相關股份)~
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