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植耀辉: 美股强势纳指再破顶 港交所(00388.HK)候回调吸纳
阿思达克 06-23 11:42
耀才证券研究部总监植耀辉称,美股隔晚(22日)反覆造好,虽然确诊宗数持续增加,但三大指数依然有不俗表现,科技股尤其抢镜,多只大型科技股创新高,连带纳指亦重上万关之余,再创收市新高。最终道指收报26,024点,上升153点或0.59%,标普500指数上升20点或0.65%,收报3,117点。纳指上升110点或1.11%,收报10,056点。

港股昨日走势较反覆,恒指大致於24,500点附近上落。尽管跌幅不大,但主要是三大篮筹—港交所(00388.HK)、腾讯(00700.HK)以及友邦(01299.HK)表现强劲之故。事实上,单是三只股份,已分别为恒指贡献41、77及46点。股价表现强势有其原因,惟由於大市气氛仍较审慎,故预期恒指现水平难见突破,并将继续於24,500点水平整固。

特别再谈谈港交所。本轮上升主要反映投资者看好中概股回归并刺激交投有好表现,事实上近期恒指成交维持过千亿港元,确实反映中概股回归令港股投资活跃度增加;除此以外,亦会带旺衍生工具市场之余,另外亦憧憬未来会推出更多与MSCI相关之产品,故股价突破有其实质支持。只是股价近期升势颇急,加上市场气氛对其股价亦有影响,故未持货可於回调至290元附近再作考虑。

(笔者为证监会持牌人,并未持有相关股份)~

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