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耀才團隊: 疫苗快將面世 新舊經濟股個別發展
阿思達克 11-10 11:06
耀才研究部稱,隔晚(9日)美股表現波動,輝瑞(PFE.US)與BioNTech(BNTX.US)合作研發的新冠疫苗成效高達90%,市場憧憬疫苗快將面世,刺激道指開市後最多升1,610點,高見29,933點創歷史新高,但宅經濟股概念顯著下挫,ZOOM(ZM.US)等今年熱炒的宅經濟相關股份跌幅逾一成以上,科技股回落拖累納指倒跌1.5%。港股ADR造好,但局限於舊經濟股,匯控(00005.HK)ADR大漲9.4%報38.13元,但騰訊(00700.HK)ADR則逆市下跌2%報609.05元。夜期收報26,516點,升482點或高水500點,料恆指今日(10日)將會裂口高開400點左近,但新經濟股今日或面臨回吐壓力,恆生科技指數或可能逆市下跌。

從技術上看,昨日進一步裂口高開突破26,000點關口,目前較關鍵的阻力位上移至7月7日高位26,782點,料恆指短期之波幅區間將會在25,800點至26,800點。自美國總統大選後,環球市場氣氛樂觀,但恆指於11月的首六個交易日已累升近2,000點或約8%,並且遺留下多個上升裂口,故高位技術調整壓力亦不容忽視。

(筆者為證監會持牌人)~

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