植耀辉: 好淡消息夹杂 後市维持震荡格局
耀才证券研究部总监植耀辉称,港股昨日(25日)延续反弹势头,并企稳23,500点水平。美国无限量量宽救市、共和民主两党达成两万亿美元刺激经济方案以及内地或於短期内进行减息等消息对大市带来支持。不过,始终现时好淡消息夹杂,所以後市仍会相当反覆。隔晚美股表现亦相当反覆,早段急升过千点,但在收市前升幅显着收窄,纳指更以跌市告终。道指最终上升2.4%,收报21,200点,标普500指数则升1.2%,收报2,475点,纳指则下跌0.45%,收报7,384点。基於市况仍然未明,预期仍会维持震荡格局。因此,笔者亦一如以往,建议投资者现阶段即使打算入货,亦只宜分注吸纳。
另外,多个板块出现强劲反弹,当中航空股如南航(01055.HK)便弹升8%,国航(00753.HK)及东航(00670.HK)亦分别上升5%及6%;中银航空租赁(02588.HK)更大升17%。人民币汇价大幅反弹、油价持续低迷以及外围航空股急升均成为相关板块造好原因,平心而论,以上因素无疑有利油价短期表现,不过由於全球多国仍受疫情困扰,多地仍采取封城封关等措施,所以业务发展仍会受到沉重打击。就算下月能逐步恢复班次,但相信短期内消费者旅游意欲仍大减,所以暂不敢太寄予厚望矣。建议投资者还是趁高减持为上策。
(笔者为证监会持牌人,并未持有相关股份)~
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