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耀才团队: 大型科企表现仍是市场焦点
阿思达克 08-24 11:28
耀才证券研究部团队称,上周五(21日)美股三大指数造好,市场关注美国总统大选消息及新一轮抗疫纾困消息,标普500及纳指再创交易时段的历史新高。「黑期」今早变动不大,腾讯(00700.HK)表现将是焦点,外电报道美国政府考虑美企可继续在中国使用微信,消息带动腾讯在美预托证券急升至542港元,较香港上周五收市价高4%。另外,美团(03690.HK)业绩远胜市场预期,大行普遍调升美团目标价,投资者可同时留意北水今早会否继续买入刺激股价屡创新高。

从技术上看,恒指上周五重上25,000点关口,完全收复周四的跌幅。短线而言,指数仍是上落待变之格局,而本周五为即月期指结算,一日恒指仍徘徊於100天及250天线之间,即24,500点至25,800点内,後市仍缺乏明确方向。

(笔者为证监会持牌人)~

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