植耀輝: 美股反覆靠穩 恆指重上26,700點
耀才證券研究部總監植耀輝稱,美股隔晚(3日)走勢反覆靠穩,整體波幅亦不算大,道指收報29,969點,上升85點或0.29%,標普500指數微跌2點,收報3,666點,納指則上升27點,收報12,377點。個股方面,Tesla(TSLA.US)股價受大行唱好,股價上升4.32%,收報593.38美元。另外,今晚(4日)美國將公布上月就業數據,料會對當地經濟狀況會有更多啟示。
回說港股,昨日在匯控(00005.HK)、小米(01810.HK)及騰訊(00700.HK)造好下有好表現,並再次重上26,700點水平,事實上單是三隻股份,已為恆指貢獻162點;相反,近期走勢有所轉強之內銀股則略見回吐,建行(00939.HK)及工行(01398.HK)分別下跌2%及1.8%。
港股本輪升市其中一個最大功臣肯定是匯控,其股價自9月低位27.5元計,累升已達58%,反彈原因離不開對經濟反彈之憧憬,以及來年恢復派息等因素。其實如果比較其他金融股,例如渣打(02888.HK),由低位反彈亦達到53%,至於其他海外金融機構如巴克萊銀行及萊斯銀行,反彈幅度更分別達到100%及64.8%。當然,未來走勢能否持續造好關鍵仍是經濟狀況變化,只是反彈幅度不少,故現在才打算追入則不建議矣!
(筆者為證監會持牌人,持有騰訊股份)~
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