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植耀輝: 港股回穩惟變數多 港交所(00388.HK)勢強逢低吸
阿思達克 05-26 11:29
耀才證券研究部總監植耀輝稱,港股昨日(25日)走勢反覆,開市後一度急跌超過400點,其後在騰訊(00700.HK)及港交所(00388.HK)發力下倒升,最終港股收市倒升22點,收報22,952點,成交量則維持活躍,達到1,182億元。上文提到之騰訊上升4.2元或1%,收報416.6元,但論表現最佳則肯定是港交所,大升6%至275元,逼近280元附近之重大阻力區。一連串中概股回歸憧憬,以及內地大型超市物美擬來港上市之消息,令港交所股價接連上升。事實上由於市況變數甚多,投資者揀股亦變得簡單化,故強勢股如物管、醫療相關以及港交所便不斷有資金追捧。

筆者也認為,基於港交所獨特地位及角色,同時中概股有其原因來港作第二上市,對港股市值及每日成交均會有相當大幫助,中長線而言港交所亦肯定是最受惠之股份。只是股價昨日已急升之餘,近期升幅亦不算少矣!故投資者亦可待其稍作回調再作吸納,現階段即使追貨亦只宜小注。

至於大市方面,變數依然存在,中美關係以至本地政治因素仍會繼續困擾市場氣氛。相信恆指現段亦只會於23,000點水平上落。

(筆者為證監會持牌人,並未持有相關股份)~

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