植耀辉: 美股见反弹惟非全面 大选前入市宜审慎
耀才证券研究部总监植耀辉称,美股隔晚(2日)表现不俗,道指上升423点或1.6%,收报26,926点,标普500指数亦升40点或1.23%,收报3,310点。不过科技股表现则较逊色,仅升46点或0.42%,收报10,957点。虽然美股在大选前夕出现反弹,但基於选举的不确定性,加上升势亦非全面,故未来数个交易日,预期美股将继续波动,大家宜加倍留意。
亦一定要跟进港股最新部署。港股昨日在传统金融股及吉利(00175.HK)大升下造好,并以接近全日高位收市。不过随着美国总统大选正式展开,预期投资者将变得较为审慎,同时未来数日金融市场亦可能会变得更为波动。当然市场焦点仍是ATMX以及一众国策受惠股如汽车股,不过笔者倾向认为在现市况下,由於仍有众多不明朗因素,故亦未必是最佳「出击」机会,宜控制注码并只宜小注。
至於大市,预期将继续维持24,000至25,000点区间上落。
(笔者为证监会持牌人,持有阿里巴巴股份)~
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