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耀才植耀輝料恆指年內有阻力 第四季目標區間17,000至19,000點
耀才證券研究部總監植耀輝表示,地緣政治、債息高企及內房債務事件均影響投資者入市意欲,加上市場變數太多,交投淡靜,恆指難有突破,認為恆指要重上250天線才可望轉勢,現時該行第四季恆指目標區間介乎17,000至19,000點。 耀才今年餘下時間維持看好內地電訊、消費(速食/方便麵)、石油相關股份;對新能源、航運、資源、新經濟、手機設備、醫藥、本地地產、內需、金融及汽車行業看法較中性,同時看淡內房相關及公用股。 具體選股方面,耀才建議投資者可留意中海油(00883.HK)、中遠海能(01138.HK)、阿里(09988.HK)(BABA.US)、中移動(00941.HK)、百勝中國(09987.HK)(YUMC.US)、中國神華(01088.HK)、舜宇光學(02382.HK)及黃金ETF。
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