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植耀輝: 美股強勢納指再破頂 港交所(00388.HK)候回調吸納
阿思達克 06-23 11:42
耀才證券研究部總監植耀輝稱,美股隔晚(22日)反覆造好,雖然確診宗數持續增加,但三大指數依然有不俗表現,科技股尤其搶鏡,多隻大型科技股創新高,連帶納指亦重上萬關之餘,再創收市新高。最終道指收報26,024點,上升153點或0.59%,標普500指數上升20點或0.65%,收報3,117點。納指上升110點或1.11%,收報10,056點。

港股昨日走勢較反覆,恆指大致於24,500點附近上落。儘管跌幅不大,但主要是三大籃籌—港交所(00388.HK)、騰訊(00700.HK)以及友邦(01299.HK)表現強勁之故。事實上,單是三隻股份,已分別為恆指貢獻41、77及46點。股價表現強勢有其原因,惟由於大市氣氛仍較審慎,故預期恆指現水平難見突破,並將繼續於24,500點水平整固。

特別再談談港交所。本輪上升主要反映投資者看好中概股回歸並刺激交投有好表現,事實上近期恆指成交維持過千億港元,確實反映中概股回歸令港股投資活躍度增加;除此以外,亦會帶旺衍生工具市場之餘,另外亦憧憬未來會推出更多與MSCI相關之產品,故股價突破有其實質支持。只是股價近期升勢頗急,加上市場氣氛對其股價亦有影響,故未持貨可於回調至290元附近再作考慮。

(筆者為證監會持牌人,並未持有相關股份)~

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