植耀輝: 美股反覆低收 恆指繼續炒上落
耀才證券研究部總監植耀輝稱,美股隔晚(21日)走勢偏軟,共和民主兩黨就新刺激方案遲遲未能達成共識,利淡投資氣氛;另外油價下跌亦影響資源股表現,美股反覆低收。最終道指收報28,210點,下跌97點或0.4%;標普500指數亦下跌7點或0.2%,收報3,435點;納指則收報11,484點,下跌31點或0.3%。
港股方面,昨日表現相當不俗,不過升幅主要來自藥明生物(02269.HK),皆因該股昨日在大行唱好下急升11.6%至225元,並一度創下上市新高233元,同時亦為恆指貢獻65點。至於大市表現,恆指早段高開後持續造好,並曾突破24,900點水平,其後升幅收窄,但全日計恆指仍上升184點或0.75%,收報24,754點,成交金額1,095億元。
雖然大市似出現突破,惟筆者認為大市短期仍難擺脫上落市格局,始終美國大選議題仍是市場焦點,而且下周螞蟻集團有望進行招股,預期亦會吸引資金關注。相信投資氣氛會持續謹慎,恆指亦將於24,000至25,000點一千點區間上落。
股份方面,昨日新經濟股呈個別發展,騰訊(00700.HK)及阿里巴巴(09988.HK)變化不大,相反美團(03690.HK)及小米(01810.HK)則造好。當然,螞蟻集團上市對阿里巴巴股價有相當支持,近日股價衝破300元正正反映此狀況,不過股價升到此水平,似乎已開始逐步遇到阻力,反而另一受惠股港交所(00388.HK)股價仍相對落後,加上未來將有更多中概股回歸,昨日便又有消息指百度(BIDU.US)有意來港上市,相信現價仍有追落後概念,建議可現價買入,上望400元水平。
(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.