植耀輝: 美股反覆下跌 思摩爾(06969.HK)炒上惟不高追矣!
耀才證券研究部總監植耀輝稱,美股隔晚(23日)走勢持續震盪,三大指數均以跌市收場。當中最新公布之新申領失業金人數略高於預期,加上當地疫情仍然嚴峻,同時投資者亦關注中美關係,利淡投資氣氛。最終道指下跌353點或1.3%,收報26,652點,標普500指數下跌40點或1.23%,收報3,235點,納指下跌244點或2.3%,收報10,461點。
港股方面,昨日出現反彈,然而升幅一半來自騰訊(00700.HK),港交所(00388.HK)及友邦(01299.HK)亦分別貢獻53點及31點,反映升勢並非太全面,中美關係仍是一大焦點,而且又到假期前夕,相信投資者觀望氣氛漸濃,故預期大市將維持窄幅上落,於25,200點附近爭持。
股份方面,早前曾跟大家分享對思摩爾(06969.HK)看法,但卻低估及忽略了下週加入港股通所帶來之憧憬。事實上由於該股為「電子煙第一股」,相信有望得到北水垂青,只是股價升幅實在驚人,故暫不宜在現水平高追矣!
(筆者為證監會持牌人,並未持有相關股份)~
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