植耀輝: 資金熱炒 科技股納指料續創新高
耀才證券研究部總監植耀輝稱,美股隔晚(8日)持續有好表現,尤以科技股走勢理想,當中蘋果公司及亞馬遜等再創新高,其他科網巨企亦造好,令納指再創新高。最終道指收報26,067點,上升177點或0.7%,標普500指數收報3,169點,上升24點或0.8%;納指上升148點或1.4%,收報10,492點。值得留意的是,部分中概股亦見大升,阿里巴巴(BABA)急升近9%,京東(JD)亦升6%。
恆指方面,上日走勢依然反覆,但在騰訊(00700.HK)領軍下,恆指仍能錄得153點升幅,收報26,129點。成份股走勢亦值得大家深思,其實單是一隻騰訊為恆指貢獻升幅已達150點,但大部分升幅被匯控(00005.HK)所抵銷。昨日匯控為跌幅最大藍籌,下跌4.3%至37元,並拖累恆指下跌103點。事實上,近期資金熱炒新經濟股份,舊經濟股份特別是本地板塊則明顯跑輸,而且在疫情陰霾下,投資者對經濟看法仍較悲觀,亦未敢輕言大舉入市。筆者相信隨著下月恆指成份股季檢,個別新經濟因有「染藍」概念,仍有機會顯著造好;至於本地股份則或會有機會被剔出。
至於恆指表現,昨日已重上26,000點,預期暫時會維持波動格局,上方暫看前高位約26,800點水平,下方則暫看25,800點水平。
(筆者為證監會持牌人,持有亞馬遜及阿里巴巴股份)~
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