植耀辉: 美股个别发展 港股静候企业季绩
耀才证券研究部总监植耀辉称,隔晚(24日)美股个别发展,当中纳指表现较佳,主要受惠企业业绩表现。纳指上升66点或0.8%,收报8,185点,标普500指数则微升5点或0.2%,收报3,010点,道指则受3M业绩展望挫累,最终下跌28点或0.1%,收报26,805点。
至於港股方面,昨日在内银及金融股支持下显着反弹,并一度重上26,800点水平。笔者预期市场焦点暂会转移至业绩股身上,今日(25日)便有多只重磅股宣布业绩,当中便包括工行(01398.HK)及农行(01288.HK)。内银股股价昨日上扬,有指是憧憬第三季度业绩表现有惊喜,且看能否成为大市突破27,000点之奇兵矣!然而笔者对该板块业绩不抱太大寄望,至於估值吸引亦非今时今刻才出现,因此不宜对後市过分乐观。
另外,想谈谈大家乐(00341.HK)发盈警消息。笔者对相关消息感到意外,虽然心知本地经营环境面对严峻挑战,但预期凭过去丰富「打逆境波」经验,至少可令投资者持有得安心。不过,今次本地事件似乎对本地不同层面行业亦带来相当负面影响。面对当前情况,亦唯有面对现实,先作减磅为佳。
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