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植耀輝:恆指跌1.35% 車股未宜撈貨
耀才證券研究部總監植耀輝稱,美股昨日(26日)因陣亡將士紀念日假期休市。至於港股與A股方面,滬深兩市走勢呈個別發展,上綜指早段曾升0.42%,惟中午收市前由升轉跌;午後雖有反彈,不過全日計仍微跌1點,收報3,346點。深成指則幾乎全日均維持跌勢,午後最多曾跌0.87%,最終收報10,091點,下跌0.41%,全日成交約一萬億元人民幣。 港股方面,受美團-W(03690.HK)公布季績前股價受壓以及汽車股急跌拖累,恆指低開95點後走勢持續疲弱,午後更一度大跌366點,低見23,234點,收市前走勢未見太大起色,恆指最終收報23,282點,下跌318點或1.35%,科指同樣全日維持跌勢,收報5,157點,下跌1.7%,全日成交2,235億元。汽車股跌勢顯著,比亞迪(01211.HK)及吉利(00175.HK)分別大跌8.6%及9.5%,主要是受比亞迪於內地推出重磅限時促銷活動,旗下22款車型限時減價促銷,減幅最多達到34%。由於降幅驚人,加上汽車股早前累升不少,建議還是先行觀望會較佳。 至於大市方面,恆指昨日雖然下跌,惟相信23,000點水平會有不俗支持,加上外圍股市昨日亦見反彈,恆指仍有望守穩該水平。只是由於缺乏實質利好消息支持,相信恆指亦只會維持上落市格局。 (筆者並未持有相關股份)~
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