植耀辉: 科技股反弹美股造好 港股继续区间上落
耀才证券研究部总监植耀辉称,美股隔晚(27日)大致向好,当中科技股有理想表现,同时投资者亦憧憬会有新一轮经济刺激方案出台,有利投资气氛。最终道指上升114点或0.43%,收报26,584点,标普500指数收报3,239点,上升23点或0.74%。纳指上升173点或1.67%,收报10,536点。
港股方面,昨日走势持续反覆,开市早段表现不俗,惟随着腾讯(00700.HK)及港交所(00388.HK)等强势股由升转跌,港股亦辗转回落,虽然中段曾倒升,但尾市再度转弱,最终恒指下跌102点或0.4%,收报24,603点,大市成交则为1,256.7亿元。至於首日登场之恒生科技指数,则收报6,774点,下跌87点或1.28%。
基於投资市场短期走势仍不明朗,中美关系以至疫情仍充满相当多不确定性,故预期港股表现暂难有憧憬,预期恒指24,200点水平会有支持,惟即使出现反弹,但25,200点水平阻力不轻,预期将继续於区间上落。
又要再谈谈思摩尔(06969.HK),昨日正式成为恒生综合指数成份股,意味「北水」可投资该股,而昨日经港股通(深)之成交金额便达到19.3亿元,占其总成交之53.9%,而净买入金额亦达到18.32亿元。以趋势而言相信「北水」仍会积极扫货,料有利股价短期表现。不过始终股价已抽升之余,现时市值亦升至2,423.76亿元,纵看好而业务发展,但现时估值实在太高,故只建议持货者继续持有,惟不建议高追矣!
(笔者为证监会持牌人,并未持有相关股份)~
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