植耀輝: 美股三大指數齊造好 企業盈警潮勢難免
耀才證券研究部總監植耀輝稱,美股隔晚(8日)又再出現顯著升幅,投資者繼續憧憬疫情狀況有望持續改善,利好美股投資氣氛,三大指數均錄得不俗升幅,當中道指大升779點或3.4%,收報23,433點;標普500指數亦升90點或3.4%,收報2,749點。至於納指則收報8,090點,上升203點或2.6%。
港股方面,昨日表現反覆回落,雖然一度受美期刺激而令跌幅收窄,不過很快又再度偏軟,最終恆指失守24,000點,收報23,970點,下跌282點或1.17%。成份股中以中聯通(00762.HK)表現最差,油股亦見沽壓,中海油(00883.HK)便下跌超過3%,反而創科(00669.HK)則升2%,收報55元。
今日重頭戲當然是OPEC+會議,油價未來去向如何,相信今日過後或會有一清晰方向。不過由於昨日已跟大家作出討論,故今日亦不再多談。反而昨日收市後瑞聲(02018.HK)發盈警,預期第一季盈利將倒退85%至90%,恐怕今日會對股價構成壓力。當然,基於疫情嚴峻,瑞聲首季盈警已是預期之中。只是筆者相信,未來會有更多企業發出盈利預警之餘,派息政策亦有機會受到影響,所以中線而言估值仍有機會被下調。因此宜續維持早前擬定策略,候調整始再作部署。
(筆者為證監會持牌人,並未持有相關股份)~
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