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植耀輝: 科技股拖累美股跌 港股回調先看24,500支持
阿思達克 07-17 11:48
耀才證券研究部總監植耀輝稱,美股隔晚(16日)走勢偏軟,雖然金融股季績普遍優於市場預期,但當地疫情依然嚴峻,加上科技股走勢偏軟,令三大指數下跌。道指最終收報26,734點,下跌135點或0.5%,標普500指數下跌10點或0.3%,收報3,215點,納指下跌76點或0.7%,收報10,473點。

港股方面昨日出現顯著跌幅,科技股更是跌市重災區,多個早前熱炒板塊亦錄得顯著跌幅。恆指自早前未能突破250天線約26,000點後走勢明顯有所轉弱,「六連陰」之餘更相繼失守10天及20天線支持,下一比較關鍵水平,便要數到24,500點水平。然而整體氣氛仍不樂觀,特別是早前急升之股份股價相繼受壓,故現階段還是靜觀其變會較佳。

再談中芯國際(00981.HK)表現。昨日指要留意科創板上市後有機會「見光死」,最終不幸言中。事實上,昨日早上文章已指到從港股通觀察,北水已有「班資回朝」情況出現,而昨日(16日)收市後中芯港股通總成交量達到137.6億元,佔中芯之當日總成交量61%,並再次出現淨沽出情況,金額更達到16.5億元。因此,如短期內仍出現此情況,恐怕中芯沽壓未完,現階段還是續觀望會較好。至於其他新經濟股份,則或會受到近期納指及美國當地企業季績因素左右,故亦暫宜觀望。

(筆者為證監會持牌人,並未持有相關股份)~

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