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植耀輝: 美股連升第三日 港股今挑戰250天線
阿思達克 11-05 12:20
耀才證券研究部總監植耀輝稱,美股隔晚繼續有好表現。總統大選結果逐漸明朗化,利好大市氣氛。美股連續第三個交易日上升,當中道指便一度急升821點,最終道指上升367點,收報27,847點,標普500指數上升74點,收報3,443點,納指升幅則最大,上升430點,收報11,590點。

至於美股急升原因,有分析指是今次大選共和黨仍將掌管參議院下,意味民主黨同時掌控兩院的「藍色浪潮」機率不高;而即使拜登能登上總統寶座,但其加稅措施亦未必能順利進行,對科技股及市況有利。惟筆者對美股後市傾向審慎,特別是過去數個交易日已急升,若總統選舉結果仍繼續拉鋸,則後市或會更趨波動。

港股方面,受螞蟻集團剎停上市消息影響,科技股顯著受壓,當中又以阿里巴巴(09988)沽壓最顯著,另外騰訊(00700)及港交所(00388)亦一度大幅低開,不過兩者其後走勢略為回順,而阿里巴巴雖然跌亦見收窄,惟全日計仍大跌7.5%,收報277.2元。至於港股雖然亦一度下跌約200點,但在其他科技股及金融股力撐,加上美股靠穩下最終跌幅僅為53點,收報24,886點,成交金額達1,728億元。

至於後市方向,現階段仍有較多不確定性。事實上,美股期貨昨日走勢相當波動,同時亦對港股有一定衝擊,由於執筆之時總統大選仍未有最終結果,相信大市仍會較不明朗;預期即使今日能大幅高開,但250天線25,400點附近會有相當大阻力,同時亦要留意美國總統大選之消息。

股份則一定要談談科技股。雖然昨日阿里及騰訊下跌,但「ATMXJ」中之美團(03690)、小米(01810)及京東(09618)則備受資金追捧。三者急升某程度上是與北水積極掃貨有關,例如騰訊淨買入便高達27億元。不過與此同時,亦不排除部分原先投資騰訊及阿里之資金轉戰其他新經濟股。雖然有北水大力推動,但三者股價升幅實在也相當誇張,故雖然預期今日仍有望受惠升市,但實在不建議大家在現水平出擊矣!

筆者持有阿里巴巴股份~

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