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植耀輝:觀望氣氛濃 港股續窄幅上落
耀才證券研究部總監植耀輝稱,美股隔晚變化不大,投資者靜待聯儲局主席鮑威爾講話。道指上升40點或0.12%,收報33,431點,標普500指數微升2點,收報4,048點,納指則下跌13點,收報11,675點。 回說港股方面,開市早段一度急跌至20,400點,其後出現反彈,並升至20,660點水平;午後升幅曾擴大至20,700點,惟未能作進一步突破,維持在50點區間(20,590-20,640點)上落。最終收報20,603點,微升35點。新經濟股表現一般,升市主要靠傳統經濟股如油股及電訊股支持。由於今晚聯儲局主席鮑威爾將一連兩日出席聽證會,加上投資者繼續觀望兩會行情,預期恆指將維持窄幅上落不變,繼續於20,500點附近整固。 另外,港交所上週五公布互聯互通擴大至上市外國公司,上交所及深交所亦同時更新港股通可投資名單,當中便包括新秀麗(01910.HK)及歐舒丹(00973.HK)等,兩者股價均上升約2%。筆者過往亦曾指出部分外國公司有一定品牌叫座力,對內地投資者應會有相當吸引力,相信將成為未來南下資金(特別是基金)其中一個吸納對象。當中,筆者過往亦有分析過新秀麗為其中一間受惠內地復常之股份,因此前景仍值得看好,去年訂下之目標價早已升抵,現建議可待回落至21元以下買入並作中長線持有,目標看26元,以19元作止蝕。 筆者並未持有相關股份~
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