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植耀輝: 美股屢創新高 港股局勢不明續觀望
阿思達克 11-28 11:22

耀才證券研究部總監植耀輝稱,隔晚(27日)美股三大指數繼續有好表現,並連續第三個交易日創收市新高,當中道指上升42點或0.15%,收報28,164點。標普500指數及納指則分別上升0.42及0.66%,收報3,153點及8,705點。今日(28日)為美國感恩節假期,股市將休息一天,明早則為半日市。

至於港股繼續處於窄幅上落,大致於26,900點水平爭持,全日波幅亦只得107點而已,成交金額亦從昨日1,330.48億元,回落至757億元左右,當中阿里巴巴(09988.HK)成交量持續活躍,維持過百億元水準。值得一提的是,美團點評(03690.HK)成交量亦達到38.5億元,較騰訊(00700.HK)還要高,某程度上反映投資者對美團看法依然正面。

事實上,美團已連續多日出現北水淨買入情況,預期在北水持續吸納下,對股價依然會有正面幫助,但同時由於短期累升不少,故亦只宜候低吸納,持貨者則不妨繼續持有。至於大市去向,美國總統特朗普正式簽署《2019年香港人權與民主法案》及《保護香港法案》,令中美貿易談判前景又再變得不明朗,相信在投資氣氛仍審慎下,大市將繼續於26,500點至27,000點水平上落。

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