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植耀辉: 科技股独领风骚 重型机械股有力再上
阿思达克 07-21 10:31
耀才证券研究部总监植耀辉称,美股隔晚(20日)表现个别发展,当中科技股表现突出,带动纳指再创收市新高,收报10,767点,上升263点或2.51%;道指早段受制於资源股下挫而一度下跌超过170点,不过中段亦受科技股带动下由跌转升,最终微升8点,收报26,680点。标普500指数亦升27点或0.84%,收报3,251点。

港股昨日走势续见反覆,於开市後走势转弱,并一度跌破24,800点水平,不过很快又在中国人寿(02628.HK)造好下反弹,其後於25,000至25,200点水平上落,最终恒指下跌31点,收报25,057点,成交量稍为增加至1,356亿元。市场现时仍缺乏方向,此亦不难理解,始终大市仍受制多个因素,包括疫情状况以及中美关系,而且本地经济受疫情打击下,似乎本地股份影响仍显着,昨日所见跌幅最大为九龙仓置业(01997.HK)。

相比之下,内地股份表现仍理想,国寿受惠银保监会发布《关於优化保险公司权益类资产配置监管有关事项的通知》之消息,股价大升8.3%;除此以外,旧经济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务委员会上周五会议中提出,要全面提高灾害防御能力,将防灾等重大工程建设纳入第十四个五年规划「十四五」统筹考虑的消息所带动。笔者相信基於内地持续受洪灾影响,基建重建概念未来将又会带来炒作憧憬,短期或仍有炒作空间,不妨留意基本面较佳如中联重科(01157.HK)或潍柴动力(02338.HK)等股份。

(笔者为证监会持牌人,并未持有相关股份)~

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