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植耀輝: 港股28,500點料作整固 物管有勢惟不宜高追
阿思達克 01-13 10:36
耀才證券研究部總監植耀輝稱,港股上周表現大致造好,雖然地緣局勢一度引發市場擔憂,不過局勢迅速得到平息以及其後中方確認將赴美簽署貿易協議,令市場風險胃納升溫,港股亦再次重上28,600點之上水平收市。無疑港股近期表現確相當不俗,但累積升幅實在不少,而且中美首階段貿易協議之利好因素預期亦已消化,故除非能有更多利好催化劑,否則再上升空間似乎不多。而且28,800點至29,000點相信會有相當阻力。預期本周恆指將有較大機會,於28,500點水平整固。 股份方面,物管股上周續見資金追捧,大行看好以及憧憬房企銷售理想成為最大支持因素。的確物管股未來發展潛力仍見樂觀,未來行業料有更多併購以及物管公司上市亦有利板塊氣氛,只是已累升頗多升幅,同時個別估值現時亦並不十分吸引,故建議可候低吸納並作中線持有。 (筆者為證監會持牌人,並未持有相關股份)~ 阿思達克財經新聞 網址: www.aastocks.com
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