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植耀輝: 美股造好港股勢高開 受惠政策內房有力再上
阿思達克 01-17 11:15

耀才證券研究部總監植耀輝稱,港股昨日走勢大致靠穩,在競價時段升勢亦進一步擴大至109點,最終恆指收報28,883點,再次逼近29,000點水平,成交量則維持在1,000億元以上。經過中美貿易協議後,預期市況將傾向拉鋸,特別是隨著長假期臨近,成交量或會有所縮減,不過因美股隔晚大造好,港股亦有機會高開,相信大市今早有望再次挑戰29,000點水平。

板塊方面,內房及物管股昨日走勢依然強勁,其中一個原因為有大行唱好內地三四線城市房地產市場將有望有不俗發展。內地個別城市近日確出臺對新房的補貼政策。四川達州市便印發《關於中心城區穩地價穩房價穩預期確保房地產業平穩健康發展十二條政策措施的通知》,當中提到將支持有實力、有品牌的大企業參與土地市場競買。同時,恢復購房補助,並從今年1月1日起,凡購房者購買建築面積低於140平方米的新建普通住房,按房屋產權證登記的建築面積,由市、區財政對各自供應土地的開發樓盤給予100元/平方米的補助。

受相關消息刺激,內房走強亦屬合理。當然若以影響來看,中小型房地產商受惠程度可能更大,不過相關股份累升亦實在不少,反而筆者依然相信個別股份如華潤置地(01109.HK)及世茂(00813.HK)有分拆物管消息及憧憬,股價短期或仍有炒作空間,不妨候低吸納作中線持有。

筆者並未持有相關股份~

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