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植耀輝: 科技股獨領風騷 重型機械股有力再上
阿思達克 07-21 10:31
耀才證券研究部總監植耀輝稱,美股隔晚(20日)表現個別發展,當中科技股表現突出,帶動納指再創收市新高,收報10,767點,上升263點或2.51%;道指早段受制於資源股下挫而一度下跌超過170點,不過中段亦受科技股帶動下由跌轉升,最終微升8點,收報26,680點。標普500指數亦升27點或0.84%,收報3,251點。

港股昨日走勢續見反覆,於開市後走勢轉弱,並一度跌破24,800點水平,不過很快又在中國人壽(02628.HK)造好下反彈,其後於25,000至25,200點水平上落,最終恆指下跌31點,收報25,057點,成交量稍為增加至1,356億元。市場現時仍缺乏方向,此亦不難理解,始終大市仍受制多個因素,包括疫情狀況以及中美關係,而且本地經濟受疫情打擊下,似乎本地股份影響仍顯著,昨日所見跌幅最大為九龍倉置業(01997.HK)。

相比之下,內地股份表現仍理想,國壽受惠銀保監會發布《關於優化保險公司權益類資產配置監管有關事項的通知》之消息,股價大升8.3%;除此以外,舊經濟股如基建及水泥股等均有炒作,主要是受到中共中央政治局常務委員會上周五會議中提出,要全面提高災害防禦能力,將防災等重大工程建設納入第十四個五年規劃「十四五」統籌考慮的消息所帶動。筆者相信基於內地持續受洪災影響,基建重建概念未來將又會帶來炒作憧憬,短期或仍有炒作空間,不妨留意基本面較佳如中聯重科(01157.HK)或濰柴動力(02338.HK)等股份。

(筆者為證監會持牌人,並未持有相關股份)~

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