植耀輝: 港股半日市成交暢旺 惟未脫上落市格局
耀才證券研究部總監植耀輝稱,港股雖然昨日只得半個交易日,但大市成交仍相當暢旺,達到845億元,不過恆指走勢仍較偏軟,而且早前部分急升股如聯通(00762.HK)及國壽(02628.HK)亦見沽壓,最終恆指收報25,178點,下跌188點或0.74%。當中聯通昨日大跌7.7%,國壽亦跌4.5%,該公司發通告澄清未有合併事宜。至於業績股走勢亦普遍偏弱,港交所(00388.HK)下跌1.4%至373.6元,恆安(01044.HK)則急跌5.4%。
港股短期走勢仍不明朗,中美關係仍是市場焦點,昨日美國便宣布取消最新一輪中美經貿協議談判,恐怕又會加深雙方之矛盾;此外,A股走勢亦存在變數,相信港股將維持近期拉鋸格局,繼續於24,800至25,500點上落。
另外,舜宇(02382.HK)昨日亦續急跌達6.9%,低見125元水平,業績公布後累跌達15.7%。筆者對其走勢之疲弱頗感意外。當然,筆者昨日亦指出其業績確有不足之處,然而經過連續兩日大跌下,股價已跌破前低位128元支持,短期且看120元能否喘定。
(筆者為證監會持牌人,並未持有相關股份)~
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