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植耀辉: 美股跌科技股续强 「贪新忘旧」成港股新常态
阿思达克 07-10 11:41
耀才证券研究部总监植耀辉称,美股隔晚(9日)个别发展,疫情继续在全球蔓延,当中美国确诊数字更大幅增加,投资者关注当地疫情状况,金融及资源类股份下跌,不过科技股仍见资金吸纳。最终道指下跌361点或1.4%,收报25,706点,标普500指数亦跌0.6%,收报3,152点。纳指则在科技股造好下续创新高,收报10,547点,上升55点或0.5%。

至於港股,昨日呈好淡争持格局,大市情况正如笔者上日提到,新经济股份续领风骚,但旧经济股份则成为拖累大市之元凶,此情况亦不难理解,昨日单一只腾讯(00700.HK),便为恒指贡献111点,而港交所(00388.HK)贡献亦达到45点;相反,九龙仓置业(01997.HK)及中银香港(02388.HK)等跌幅便介乎2%至3%。由於资金持续追捧新经济及科技股,故相关板块仍有望有好表现。

当然,从昨日所见,资金除继续追捧腾讯、美团(03690.HK)及港交所外,亦开始关注个别落後股份,包括阿里巴巴(09988.HK)、京东(09618.HK)及网易(09999.HK)等,建议持货者继续持有。

至於恒指表现,则会继续呈拉锯格局,预期将继续於25,800点至26,500点上落。

(笔者为证监会持牌人,持有阿里巴巴及网易股份)~

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