植耀輝: 美股現回調壓力 B類股炒作須留意
耀才證券研究部總監植耀輝稱,美股隔晚(21日)走勢有所回調,上周新申領失業救濟金人數達到244萬人,令投資者關注經濟前景,同時中美關係又有轉趨惡化跡象,令美股受到影響。道指收報24,474點,下跌101點或0.4%;標普500指數收報2,948點,下跌23點或0.8%;納指跌幅較大,收報9,284點,下跌90點或1%。
港股昨日繼續呈反覆格局,高開見24,528點,但已是全日最高位,其後恆指於24,400點水平爭持,不過臨近收市走勢轉差,最終下跌119點,收報24,280點。恆指自4月7日起至今基本上一直處於橫行格位,約於23,500點至24,500點上落,由於仍靜待兩會行情消息,所以後市短期仍難擺脫上落市格局矣!
股份方面,一定要提提B類股份,亦即未有收入及盈利之生物科技股。生物科技類股份近日頗受追捧,其一是疫情持續有利醫藥股投資氣氛,其二是投資者憧憬這類公司研發項目一旦成功,便能為公司帶來莫大經濟利益,所以市場炒作如此利害有其原因,何況部分生物科技股份不排除會有貨源歸邊的情況。然而不少藥物研發時間相當漫長,中途失敗的例子亦不少,加上個別股份如康希諾生物(06185.HK)股價自上市至今累升十多倍,在未有盈利支持下,升幅回此實在令人擔心估值過高。所以,即使昨日股價下挫,但還是不建議大家考慮矣!
(筆者為證監會持牌人,並未持有相關股份)~
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