植耀辉: 避险情绪虽降温 港股28,800点阻力仍大
耀才证券研究部总监植耀辉称,港股昨日(9日)出现显着反弹,并重上28,500点水平,原因自然离不开中美贸易谈判消息以及地缘局势转势缓和有关,先谈前者。中国官方昨日宣布应美国邀请,副总理刘鹤将於本月13-15日到美国进行首阶段贸易协议签署仪式,由於正式落实出访,对投资气氛有一定帮助;至於美伊局势,美国总统特朗普发表全国讲话,未有打算军事行动,令市场避险情绪降温,如短时间内未见有进一步冲突,对市况或会有进一步支持。当然,未来A股表现以至人民币汇率亦有一定启示。
虽然以上因素对港股有利,惟港股过去一段时间已累积相当升幅,亦已反映大部分利好因素,故除非贸易谈判能有更多正面消息,否则难有更可观升幅。另值得一提的是,部分股份开始出现配股或股东高位减持消息,昨日收市後便有药明生物(02269.HK)股东再度减持以及融创(01918.HK)配股消息,对市场气氛或会有所影响,相信港股在逼近28,800点水平後会面对较大阻力。
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