植耀辉: 美股年底前续创新高 港股长假前夕成交缩
耀才证券研究部总监植耀辉称,美股隔晚(19日)继续有好表现,三大指数收市续创新高,当中道指上升137点或0.5%,收报28,376点;标普500指数及纳指则分别上升0.5%及0.7%,收报3,205点及8,887点。
港股方面,昨日走势大致於27,800点附近徘徊,成交量亦稍见缩减,不过由於临近圣诞长假期,故现象亦属正常。只是大市能否再作突破,现阶段仍要视乎资金流情况,除非资金持续吸纳权重股如腾讯(00700.HK)及友邦(01299.HK),否则要上破28,000点料有一定难度。
股份方面,则肯定要谈港交所(00388.HK),皆因根据联交所资料显示,港交所行政总裁李小加昨日减持65万股港交所股份,每股平均价256.5元,套现近1.67亿元,这是李小加自上任以来首度减持,令外界担心是否股价见顶先兆。高管减持在过去一直被视为利淡消息,故此港交所股价今日受压机会不低。不过始终未来中概股回归中港股市的憧憬将持续,加上预期南下资金将逐步增加,中长线仍不乏卖点。建议可考验於调整至240元再作吸纳。
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