植耀辉: 港股28,500点料作整固 物管有势惟不宜高追
耀才证券研究部总监植耀辉称,港股上周表现大致造好,虽然地缘局势一度引发市场担忧,不过局势迅速得到平息以及其後中方确认将赴美签署贸易协议,令市场风险胃纳升温,港股亦再次重上28,600点之上水平收市。无疑港股近期表现确相当不俗,但累积升幅实在不少,而且中美首阶段贸易协议之利好因素预期亦已消化,故除非能有更多利好催化剂,否则再上升空间似乎不多。而且28,800点至29,000点相信会有相当阻力。预期本周恒指将有较大机会,於28,500点水平整固。
股份方面,物管股上周续见资金追捧,大行看好以及憧憬房企销售理想成为最大支持因素。的确物管股未来发展潜力仍见乐观,未来行业料有更多并购以及物管公司上市亦有利板块气氛,只是已累升颇多升幅,同时个别估值现时亦并不十分吸引,故建议可候低吸纳并作中线持有。
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