植耀辉: 美股续强势再创新高 中港股市齐开「红」盘
耀才证券研究部总监植耀辉称,隔晚(2日)美股依然维持强势,并续创历史新高,当中道指收报28,868点,上升330点或1.2%;标普500指数收报3,257点,上升27点或0.8%;纳指更升119点或1.3%,收报9,092点。
港股方面,在2020年首个交易日表现亦相当理想,受到多个利好消息刺激支持,包括中美双方即将签署首阶段贸易协议、人行元旦日宣布下调存款准备金率,以及港交所(00388.HK)受惠於中概股或来港作第二上市消息等消息刺激,成交量亦见显着上升。虽然大市见有突破,然而大市过去一段时间累积升幅实在不少,相信28,800至29,000点水平阻力不少。
个股方面,一定要提提港交所,皆因受有消息指港交所正与网易及携程,就第二上市事宜展开磋商消息支持,令股价即使受支持而急升。事实上,有关消息并不感到意外,皆因去年有指美国将收紧对中概股上市之准则,令中概股有意回港上市,阿里巴巴(09988.HK)便是最佳例子,只是因本地形势及投资气氛转差,加上成交萎缩,遂令投资者忘记此等因素。不过,基於现时市况有所改善,预期港交所将可受惠此一因素,料有力挑战去年高位约280元水平。
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