植耀辉: 美股急跌後反弹 港股目标先看24,600点
耀才证券研究部总监植耀辉称,美股隔晚(9日)出现反弹,在科技股回勇下三大指数均有不俗表现,道指上升439点或1.6%,收报27,940点,标普500指数及纳指则分别上升2%及2.7%,收报3,398点及11,141点。早前急跌之股份纷见反弹,Tesla(TSLA.US)上升11%,苹果公司(AAPL.US)升近4%,Amazon(AMZN.US)亦升3.8%。
港股方面,昨日亦在科技股拖累下走势反覆,低开356点後跌幅一度扩大至438点,不过部分蓝筹由跌转升,加上腾讯(00700.HK)跌幅收窄,令恒指亦出现反弹,最终恒指下跌155点,收报24,498点,成交金额1,207.64亿元。恒指短期表现仍有待观察,虽然隔晚美股造好料有利今日(10日)恒指反弹,但除非能重上100天亦即24,656点之好淡分水岭,否则大市仍有相当大机会下试24,100点,如市况进一步转差的话,或须考验23,500点水平。
股份方面,在疫情状况持续放缓之际,部分本地零售股出现异动,莎莎(00178.HK)及卓悦(00653.HK)便分别上升7.4%及25.8%。无疑随着限聚令有所放宽,消费市道亦有望逐渐恢复,只是距离真正复苏仍十分漫长,而且两者股价亦已反弹不少,故暂不建议投资者高追。
(笔者为证监会持牌人,持有Amazon股份)~
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