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植耀辉: 选举战渐明朗美股扬 港股造好慎防高位回吐
阿思达克 11-09 11:59
耀才证券研究部总监植耀辉称,美股上周表现理想,虽然总统大选结果仍存疑,但美股三大指数走势却出乎意料地?升,三大指数创下今年4月以来最好表现之一周,当中标普更创下自1932年以来最大选举周升幅。一周计,道指及标普500指数累升6.9%及7.3%,纳指升幅更达到9%。

执笔之时虽然仍未有最终官方结果,但照现时情况而言拜登成为下一任美国总统应无太大悬念,而对投资市场而言,初步观察属利好消息,从执笔之时道期升超过300点可见一班。不过知名投资者、有新兴市场教父之称的Mark Mobius便警告,由於拜登上场或会向富人及企业加税,将令投资者投资美股意欲减少,故不利美股行情。笔者亦倾向相信美股在本轮升幅实在过多,只要有稍为不利市场消息,已可令美股出现显着回调,故投资者宜保持一定戒心。

至於港股,上周表现亦相当理想,在腾讯(00700.HK)及友邦(01299.HK)相继造好下,恒指进一步究破250天线25,400点水平。当然,短期走势继续受美国总统局势左右,另外本周四腾讯亦会公布季绩,表现亦会对港股有一定启示。加上港股短期升幅实在不少,预期本周会先行於25,400点附近徘徊,上方阻力为26,000点关口。

(笔者为证监会持牌人,并未持有相关股份)~

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