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植耀辉: 投资市场关键一周 港股续观望味浓
阿思达克 11-02 12:17
耀才证券研究部总监植耀辉称,美股上周在负面情绪充斥下急挫,一周计道指大跌6.5%,为3月以来最大单周跌幅,标普500指数及纳指亦分别累跌超过5.6%及5%。美股大跌之主因离不开疫情在欧美地区再度肆虐,同时美国总统大选临近,投资者为避免市场震荡亦先行套现离场;加上科技股业绩表现及展望好坏参半,令美股受压。由於本周三(11月3日)为美国总统投票日,预期市况本周将十分波动。

回说恒指,在连升四个星期後上周终见回吐,在外围股市拖累下,恒指上周便累跌811点,收报24,107点,最低更一度跌至24,029点,考验24,000点支持。本周市场最大焦点,肯定离不开美国总统大选以及蚂蚁集团(06688.HK)上市事宜。先谈前者。由於至今特朗普及拜登谁人能问鼎总统宝座仍充满变数,所以预期市场气氛会倾向保守,同时投资者亦会继续关注疫情状况;但预期待大选投票结果出炉前後,市况亦会变得相当波动。暂预期大市於24,000至25,000点上落,惟要继续关注大选动向及美股表现。

另一方面,蚂蚁将於周四(5日)上市,以其招股反应相信上市当日交投料会十分火热,当然追货与否某程度上仍需视乎其首日表现,不过笔者认为如交投活跃,相信会有利港交所(00388.HK)投资气氛,反而阿里巴巴(09988.HK)同日亦会公布季绩,不过除非能有强劲表现,否则股价短期暂难有大突破。

(笔者为证监会持牌人,持有阿里巴巴股份)~

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