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《鍾之日記》六連升後略回吐,成交低企度周末 @ 2014-05-17T12: Back Hot News
Keyword:港股
Concept:半日收報22583點 , 港股22200點有支持
港股主板今天的漲跌比為286對842,繼續延續了近期的普跌態勢。科網及博彩這兩大板塊繼續成為了領跌港股的重災區;科網股目前除了被市場充分挖掘所帶來的高估值外,美股市場則認為在當前全球經濟前景較為疲弱的狀態下,科網股的高估值將難以得以維系。而博彩股亦高估值雖然叫科網略低,但市場亦逐步看到澳門的博彩業後市難以再續過往兩年的高增長,加上近期博彩業負面消息較多,亦導致市場對博彩股持觀望態度。今天內房股則加入了大跌的行列,內地五一樓市銷量大跌,成為外資大行唱淡內地樓市及內房股的導火索;加上內地樓市連續十多年的震蕩攀升,升幅亦驚人,難免令人有高位不勝寒之感!另外,烏克蘭局勢仍然給市場極大的壓力;而今晚及周四美聯儲主席耶倫將出席國會聽證會,由於上周公布的就業數據強勁,市場對於耶倫會否在聽證會上將加息時間表提早值得關注。消息及預期港股而言可謂都不是太好!
恆指昨天跟隨A股止跌反彈,但反彈乏力,全日上升90點,收報21,837點;成交額652億港元。港股逐批回落,強勢股由濠賭、科網領跌,再而是醫藥及新能源股。昨天風電股、燃氣股急挫,調整尚未結束。相反,支撐大市的板塊落在中資舊經濟股身上,特別是一批有改革消息的國企股,鐵路基建是維穩工具,且受惠政策,有改革消息的電訊股上漲,油股表現靠穩。這三個板塊的共通點是,早前反腐風聲鶴唳,相信當局會掃除障礙後才推行改革。至於中資金融、內房股走勢疲弱,行業及政策風險惡化,應繼續看淡。

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