植耀輝: 投資市場關鍵一周 港股續觀望味濃
耀才證券研究部總監植耀輝稱,美股上周在負面情緒充斥下急挫,一周計道指大跌6.5%,為3月以來最大單周跌幅,標普500指數及納指亦分別累跌超過5.6%及5%。美股大跌之主因離不開疫情在歐美地區再度肆虐,同時美國總統大選臨近,投資者為避免市場震盪亦先行套現離場;加上科技股業績表現及展望好壞參半,令美股受壓。由於本周三(11月3日)為美國總統投票日,預期市況本周將十分波動。
回說恆指,在連升四個星期後上周終見回吐,在外圍股市拖累下,恆指上周便累跌811點,收報24,107點,最低更一度跌至24,029點,考驗24,000點支持。本周市場最大焦點,肯定離不開美國總統大選以及螞蟻集團(06688.HK)上市事宜。先談前者。由於至今特朗普及拜登誰人能問鼎總統寶座仍充滿變數,所以預期市場氣氛會傾向保守,同時投資者亦會繼續關注疫情狀況;但預期待大選投票結果出爐前後,市況亦會變得相當波動。暫預期大市於24,000至25,000點上落,惟要繼續關注大選動向及美股表現。
另一方面,螞蟻將於周四(5日)上市,以其招股反應相信上市當日交投料會十分火熱,當然追貨與否某程度上仍需視乎其首日表現,不過筆者認為如交投活躍,相信會有利港交所(00388.HK)投資氣氛,反而阿里巴巴(09988.HK)同日亦會公布季績,不過除非能有強勁表現,否則股價短期暫難有大突破。
(筆者為證監會持牌人,持有阿里巴巴股份)~
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