植耀輝: 納指跌道指升357點 變數多恆指彈力有限
耀才證券研究部總監植耀輝稱,美股隔晚(10日)個別發展,美國總統特朗普簽署多項行政命令,延長部分已過期之疫情紓困措施,消息利好投資氣氛,當中道指便上升357點或1.3%,收報27,791點,標普500指數亦升9點或0.27%,不過納指表現則較反覆。最終仍跌42點或0.39%,收報10,968點。
受政治氣氛籠罩,加上觀望本周騰訊(00700.HK)及恆指季檢情況,恆指走勢亦變得缺乏方向,當然短期仍要視乎中美關係之演化,只是在情況難有改善,以及投資者維持觀望下,相信港股亦難有突破,並繼續於24,000至25,000點水平上落。
股份方面,騰訊及阿里巴巴(09988.HK)股價昨日繼續捱沽,相比之下美團(03690.HK)則繼續逆市靠穩。正如上日所指,美團業務主要集中內地,故不太受中美關係影響,當然業務發展第二季仍有相當挑戰,但相比騰訊及阿里現時情況則變數可能較少。只是股價亦已累升不少,亦擔心或會出現「見光死」情況,如股價未能衝破230元水平,可考慮先行獲利離場鎖定利潤。
(筆者為證監會持牌人,持有阿里巴巴股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.