植耀辉: 美股假後个别发展 虽减产惟油价难大弹
耀才证券研究部总监植耀辉称,美股隔晚(13日)走势偏弱,道指低开後跌幅一度超过500点,投资者继续关注全球疫情以及企业业绩表。事实上,本周起美企将陆续公布季绩,当中包括金融股如富瑞及摩根大通等。至於三大指数最终收市则个别发展,道指及标普500指数分别下跌1.39%及1.01%,不过纳指则升0.48%。
回说港股方面,上周走势不俗,主要是投资者憧憬疫情欧美疫情高峰期已过,同时内地武汉正式解封,亦令投资者相信内地经济活动有望陆续恢复,有利个别内需股表现。当然,投资者须继续关注疫情消息,皆因对投资气氛依然会有相当大影响。另外则要留意油价去向,上周OPEC+会议後虽宣布减产协议,但力度仍相当不足,而美国至今立场依然暧昧,只是如美国最终亦未见参与,恐怕实际成效并不大,油股或又会出现大幅波动。
预期恒指本周大致於24,000点水平徘徊,惟正如早前情况,一旦出现负面消息,港股仍然有较大机会向下,回试23,000点或更低水平。
(笔者为证监会持牌人)~
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