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植耀輝:港股重回23,000點區間 哈電(01133.HK)續伺機增持
耀才證券研究部總監植耀輝稱,港股本週走勢有點「走樣」,恆指回落至23,200點附近,整體大市氣氛感覺有點虛怯,始終大市升至24,000點後無力再上,加上不確定性因素持續增加,相信短期內恆指又會回歸早前,亦即23,000至24,000點上落階段。至於影響市況因素,中東局勢無疑相當複雜,尤其是一旦美國正式插手,局面將有機會無限升級,不過觀乎市場反應現時仍算冷靜,所以只須密切留意事態發展。 另外,聯儲局議息後維持息率不變,「鮑Sir」續指關稅因素令息口去向不明朗。其實根據聯儲局最新經濟展望,美國今年GDP增速由三月時之1.7%下調至1.4%,不過核心PCE卻由2.8%上調至3.1%,以此看當局減息空間仍相當有限;何況最大變數仍是關稅-現時距離7月初之所謂「死線」不足兩星期,美國財長早前曾指關稅大限可以延期,對市場可能是一件好事,但一日關稅未正式落實,聯儲局又如何評估經濟前景以至息口決定呢?所以筆者仍傾向相信年內聯儲局將按兵不動。 股份方面,先談山東墨龍(00568.HK)。其股價自中東爆發戰事後急升,上週五(13/6)一度急升1.6倍,本週亦持續有炒作,截至昨日(19/6)暫累升超過34%。雖說其業務(如抽油裝置)與能源有一定關連性,但股價狂升背後卻離不開北水炒作,而炒作程度更令人咋舌。當日(13/6)其成交股數達到17億股,惟其H股總股數亦只得2.56億股而已,反映其轉手率有多頻密,更成為當日港股通成交最大股份。不過此類股份缺乏基本面支持,加上股價相當大波幅,短炒者「跟風」炒作尚可(惟要謹記落車時間),但一般投資者則不宜沾手矣。 另外亦想談談哈爾濱電氣(01133.HK)。其股價近期創新高後有所回調,不過年內升幅已達到1.57倍。電氣設備股有資金追捧,加上核能概念刺激其股價續創高位,筆者對其未來發展及業績亦有相當憧憬;但亦正如前文所指,基於業績過往相當反覆,在信心不足下筆者一直也未再增持,當然由於持貨佔組合不多,故現時亦不會急於沽貨,亦會待中期成績表揭曉後再與各位更進部署。 (筆者持有哈爾濱電氣股份)~
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