植耀輝: 標普納指再破頂 港股科技板塊強勢持續
耀才證券研究部總監植耀輝稱,隔晚(2日)美股延續近日升勢,雖然ADP就業數據遜預期,惟資金追捧落後股,當中可口可樂(KO.US)及IBM(IBM.US)等股份便有不俗表現,兩者均升近4%,惟年初至今仍錄得跌幅。最終道指大升454點或1.59%,收報29,100點,標普500指數及納指亦再創新高,分別上升1.54%及0.98%,收報3,580點及12,056點。
港股昨日走勢缺乏方向,並繼續出現「炒股不炒市」格局。在騰訊(00700.HK)造好下恆指亦高開近80點,惟已是全日高位,其後走勢轉弱,並一度失守25,000點關口,收市前大部分時間均於25,100至25,150點區落窄幅上落,最終恆指收報25,120點,下跌64點,成交金額1,595億元。
雖然大市維持悶局,但科技股繼續是投資者熱炒對象,當中小米(01810.HK)、美團(03690.HK)、京東(09618.HK)及阿里巴巴(09988.HK)便再創新高。不過建行(00939.HK)、工行(01398.HK)及中行(03988.HK)卻跌至至少一年低位,畢竟投資者依然關注下半年不良貸款以至盈利表現。但正如筆者早前指出,內銀下半年面對的挑戰仍然相當大,故維持看淡前景之看法。
至於後市去向,現階段仍未有明確方向,特別是後市變數似乎有增無減,近日地緣政局變化亦開始引起投資者關注,相信港股將繼續於25,000點附近作區間上落。科技股則仍會是熱炒對象,特別是納指持續創歷史新高以及北水買盤仍見踴躍下,雖則股價升幅驚人,但恐怕仍會繼續有好表現,持貨投資者還是先繼續持有矣!
(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.