植耀輝: 美股續升科技股續強勢 留意港股250天線能否企穩
耀才證券研究部總監植耀輝稱,美股隔晚(5日)繼續保持強勢,雖然仍未有最終點票結果,但投資者似乎對現況似乎相當滿意,特別是國會將繼續出現共和民主兩黨分治局面。最終三大指數連續第四個交易日上升,當中道指上升542點或2%,收報28,390點,標普500指數亦升67點或2%,收報3,510點。納指升幅更佳,收報11,890點,上升300點或2.6%。
至於港股,昨日亦維持強勢,並一舉突破250天線(25,420點)阻力,最後更以全日最高位25,695點收市,升幅達到809點或3.25%,成交金額連續第二個交易日達到1,766.7億元。港股表現如此強勁,主要受兩方面支持,其一是美股連續第三個交易日上升,投資者憧憬拜登一旦勝出總統大選將有利中美關係,有利市場氣氛;其次是北水持續吸納騰訊(00700.HK)。
雖然現時投資氣氛相當不俗,部分早前表現落後之股份及板塊更顯著反彈,問題在於本輪反彈是否有足夠理據支持。當然美股大升對港股有直接幫助,只是美國大選至今其實仍未有定案,特朗普亦有較大機會在部分州份提出訴訟,因此美股仍會有機會出現顯著震盪;至於港股同樣近期急升,然而能否維持好表現,亦須留意美股行情。此外,要留意的是雖然南下資金繼續掃入騰訊,不過其他股份則開始出現沽貨跡象,加上250天線水平仍甚關鍵,故還是待局勢變得明朗再出擊也不遲。
(筆者為證監會持牌人,並未持有相關股份)~
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