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植耀輝: 選舉戰漸明朗美股揚 港股造好慎防高位回吐
阿思達克 11-09 11:59
耀才證券研究部總監植耀輝稱,美股上周表現理想,雖然總統大選結果仍存疑,但美股三大指數走勢卻出乎意料地晢升,三大指數創下今年4月以來最好表現之一周,當中標普更創下自1932年以來最大選舉周升幅。一周計,道指及標普500指數累升6.9%及7.3%,納指升幅更達到9%。

執筆之時雖然仍未有最終官方結果,但照現時情況而言拜登成為下一任美國總統應無太大懸念,而對投資市場而言,初步觀察屬利好消息,從執筆之時道期升超過300點可見一班。不過知名投資者、有新興市場教父之稱的Mark Mobius便警告,由於拜登上場或會向富人及企業加稅,將令投資者投資美股意欲減少,故不利美股行情。筆者亦傾向相信美股在本輪升幅實在過多,只要有稍為不利市場消息,已可令美股出現顯著回調,故投資者宜保持一定戒心。

至於港股,上周表現亦相當理想,在騰訊(00700.HK)及友邦(01299.HK)相繼造好下,恆指進一步究破250天線25,400點水平。當然,短期走勢繼續受美國總統局勢左右,另外本周四騰訊亦會公布季績,表現亦會對港股有一定啟示。加上港股短期升幅實在不少,預期本周會先行於25,400點附近徘徊,上方阻力為26,000點關口。

(筆者為證監會持牌人,並未持有相關股份)~

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