耀才团队: 近期ATM股沽压持续
耀才研究部称,隔晚美股三大指数个别发展,憧憬新冠疫苗快将推出市场,道指早段最多升320点高见29,478点,虽然盘中试过倒跌,收市仍升逾260点,旧经济股受追捧,波音及石油股表现较强。但科技股表现逊色,标指跌0.14%,纳指挫1.37%。市场对石油需求前景转为乐观,纽约期油续升2.7%,布兰特期油涨2.9%。市场资金现时由科技股换马至旧经济股,昨日国家市场监管总局更推出意见稿希望预防及制止互联网平台经济领域的垄断行为,拖累科网龙头ATM股急挫,隔晚腾讯(00700.HK)ADR续跌逾3%,阿里(09988.HK)ADS更挫逾6%,投资者宜抱审慎态度看待後市发展。
从技术上看,昨日进一步创近月高位24,674点,目前较关键的阻力位上移至7月7日高位26782点,料恒指短期之波幅区间将会在25,800点至26,800点。自美国总统大选後,环球市场气氛乐观,但恒指於11月的首六个交易日已累升近2,000点或约8%,并且遗留下多个上升裂口,故高位技术调整压力亦不容忽视。
(笔者为证监会持牌人)~
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