植耀輝:觀望鮑威爾講話車股維持看淡部署
耀才證券研究部總監植耀輝稱,美股隔晚(8日)反覆偏軟,市場對降息預期降溫,加上摩根士丹利發表研究報告,看淡環球股市,並將評級下調至「減持」,利淡投資氣氛。最終道指下跌115點或0.43%,收報26,806點,標普500指數及納指則分別下跌0.48%及0.78%,收報2,975點及8,098點。
港股昨日出現顯著下跌,最大原因不外乎是受到A股下跌拖累。A股短期市況仍不樂觀,皆因本周內地將迎來「打新」密集期,多間科創板企業將進行申購,預計會繼續困擾A股行程。外圍方面,中美貿易新一輪談判進展如何,聯儲局主席鮑威爾出席聽證會有何重要啟示,對市況亦會有大影響。預期市況仍會相當反覆。不過現階段將繼續於28,000至29,000點水平拉鋸。
最後亦要談談車股吉利(00175.HK)。吉利昨日收市後發盈警,預期上半年盈利倒退四成,並下調全年151萬架銷售目標一成至136萬架。消息恐怕會對今日股價帶來壓力。筆者一直以來看淡車股,故對今次吉利盈警並不太意外,亦反映在經銷商面對庫存問題以及「國六」排放標準於7月1日正式實施,以及車企之間競爭持續加劇和經濟前景不明下,下半年銷售狀況仍將面對相當多挑戰。筆者相信有關情況在第三季仍會持續,第四季則視乎國家扶持政策方向。基於以上情況,筆者重申仍不建議吸納車股博反彈。
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