植耀輝: 高盛季績佳美股造好 中芯(00981.HK)成今日焦點
耀才證券研究部總監植耀輝稱,美股隔晚(15日)繼續有好表現,憧憬疫苗研發有良好進展,以及高盛季績優於預期,美股開市早段已顯著上揚,升勢亦能延續至收市。最終道指收報26,870點,上升227點或0.9%,標普500指數收報3,226點,上升29點或0.9%,納指亦升61點或0.6%,收報10,550點。
港股昨日走勢亦相當反覆,受美股刺激,恆指高開411點至25,888點,但已經是全日最高位,其後走勢持續轉弱,更一度倒跌近180點,低見25,300點。不過騰訊(00700.HK)股價持續造好,令恆指跌幅收窄,其後大致於25,500點附近上落。最終恆指收報25,481點,微升3點,成交金額1,641.7億元
雖然大市最終仍能上升3點,但主要是騰訊股價大升3.4%所支持,短期走勢仍須視乎美股以至A股行情,另外中美關係亦是另一要關注之地方。初步看恆指將維持震盪格局,並於25,000至26,000點水平上落。
股份方面,則一定要提提今日於科創板登場之中芯國際(00981.HK)(688981.SH)。根據以往經驗,如無意外,今日於科創板登場之中芯A股必定「爆升」,只是能否帶動本地上市之中芯股價再作突破,筆者有一定保留。事實上中芯現價已反映回歸科創板因素,而且過去一段時間北水持續「掃貨」,一旦資金轉戰內地,反而有機會令本地沽壓增加,故雖然仍有芯片國產化憧憬,但現水平暫不建議買入。
(筆者為證監會持牌人,並未持有相關股份)~
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