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植耀輝: 美股連升第三日 科技股續成焦點
阿思達克 08-05 11:10
耀才證券研究部總監植耀輝稱,受科技股繼續有不俗表現,加上憧憬將推出新一輪救助措施,隔晚(4日)美股三大指數連續第三個交易日上升,道指收報26,828點,上升164點或0.6%,標普500指數亦升11點,收報3,306點,納指則繼續創新高,收報10,941點,上升38點或0.35%。

港股昨日在騰訊(00700.HK)及友邦(01299.HK)造好下急升近500點,並一度重上25,000點水平,雖然收市前升幅有所收窄,但最終仍能收報24,946點,上升488點,成交額1,459億元。騰訊升2%至550元,友邦升超過4%至72.2元。當然,科技股仍是焦點,尤其是北水繼續大手吸納美團(03690.HK),阿里巴巴(09988.HK)亦見資金追捧,似乎是與憧憬本月恆指季檢能染藍有關;筆者亦認為此因素將繼續成為兩者炒作借口,當中仍較看好阿里,始終股價較落後及有螞蟻金服上市之憧憬。

至於大市走勢,雖然昨日出現顯著反彈,但除了科技股強勢外。暫亦未見有進一步利好消息配合,加上中美關係仍是市場焦點,而疫情則仍會左右市場投資氣氛,故預期大市將繼續於現水平作整固。

(筆者為證監會持牌人,持有阿里巴巴股份)~

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