植耀辉: 港股走势有改善 惟两万七阻力大
耀才证券研究部总监植耀辉称,港股昨日(5日)反覆偏稳,收市计上升110点,收报26,786点,成交继续活跃,达到1,337.8亿元水平。恒指连续第三个交易日出现反弹。值得留意的是,南下资金仍积极入市,昨日港股通成交达到244.53亿元,占大市成交约18.3%;净买入金额则为68.16亿元。
虽然走势续见改善,以及港府宣布将更严厉应对通关事宜,将进一步压缩跨境人流措施,周六(8日)凌晨起,所有从内地入境的人士,要强制接受检疫14天,消息对市况有一定正面憧憬。惟始终面对疫情的不确定性,恐怕势头仍有较大机会会反覆回落。预期大市於27,000点水平会有相当大阻力,短期支持位暂为26,300点水平。
板块方面,药股继续有资金炒作,不过升幅实在颇大之余,走势亦实在相当波动,所以入市亦只宜小注;另外,受Tesla股价大升刺激,比亚迪(01211.HK)亦见资金追捧,只是内地车市前景仍不乐观,电动车市场仍视乎内地会否再度加大补贴力度;而隔晚Tesla股价亦显着回调,相信今日(6日)比亚迪股价或有调整,暂不建议吸纳。
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