植耀辉: 美股反覆靠稳 港股24,000点支持大
耀才证券研究部总监植耀辉称,美股隔晚(15日)表现反覆,新一轮刺激方案仍未达成共识,加上疫情又再出现反弹,美股在开市早段一度急挫,道指便一度大跌超过300点。其後跌幅逐渐收窄,最终道指收市仅跌19点或不足0.1%,收报28,494点,标普500指数下跌5点或不足0.2%,收报3,483点;纳指则跌54点或近0.5%,收报11,713点。
港股昨日在科股拖累下急跌508点,低见24,158点,成交量急增至1,305.4亿元。事实上,50只成份股中只得申洲国际(02313.HK)录得升幅,其余48只股份中平保(02318.HK)无升跌,其余48只则全数下跌,当中以阿里(09988.HK)跌幅最大,达4.3%,腾讯(00700.HK)及友邦(01299.HK)亦分别下跌3.75%及3.7%。单计三者已拖累恒指大跌262点。
对於後市短期表现,仍要视乎美股行情,皆因大选形势仍未算明朗化,亦会加剧美股波动性,美股在选举之前,恐怕又会再度变得反覆。港股亦肯定会受到拖累矣!预期港股将继续维持反覆格局,宜先留意24,000点之支持位能否守稳。
亦要谈谈科技股最新部署。昨日之急跌,某程度上是受到纳指期货下跌所拖累,不过个别股份亦有负面消息,例如阿里巴巴旗下蚂蚁集团或会遭美列入黑名单,恐会影响早前之上市部署等。不过科技股近期累积颇大升幅确是不争之事实,故跟随美股回落亦属正常。只是由於担心美股将有较大波动,故暂建议大家继续保持观望会较佳。
(笔者为证监会持牌人,持有阿里巴巴股份)~
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