耀才团队: 「恒生科技指数」推出将带动科网股走强
耀才证券研究部团队称,隔晚(20日)美股三大指数上扬,美国政府正讨论新一轮刺激计划,预料额度将再达一万亿美元,加上药企AstraZeneca研发的新冠肺炎疫苗有正面进展,均利好市场气氛,道指先跌後回稳。IBM上季业绩胜预期,当中云业务受疫情带动造好,市场憧憬本周业绩表现,科技股表现强势,纳指抽升2.5%。港股ADR反弹逾200点,受外围股市带动科网及新经济股将有较强反弹,除此之外,阿里巴巴(09988.HK)的皇牌业务蚂蚁集团将以「A+H」形式在上海科创板及港交所(00388.HK)同步上市,估值达2,000亿美元,连同恒指公司昨日推出包含三十只大型科网股的「恒生科技指数」,相关股份连同港交所将有所炒作。
从技术上看,恒指上周五(17日)略作反弹,但仍未能重上20天线,整个向下调整趋势仍未有扭转。如恒指於短期後市未能作出较明显之反弹转势,则忧虑指数仍有可能再向下寻低位,一旦指数再跌穿上周四低位24,919点,其时较重要的防守据点将退至本月低位24,563点。
(笔者为证监会持牌人)~
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