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耀才團隊: 近期ATM股沽壓持續
阿思達克 11-11 10:50
耀才研究部稱,隔晚美股三大指數個別發展,憧憬新冠疫苗快將推出市場,道指早段最多升320點高見29,478點,雖然盤中試過倒跌,收市仍升逾260點,舊經濟股受追捧,波音及石油股表現較強。但科技股表現遜色,標指跌0.14%,納指挫1.37%。市場對石油需求前景轉為樂觀,紐約期油續升2.7%,布蘭特期油漲2.9%。市場資金現時由科技股換馬至舊經濟股,昨日國家市場監管總局更推出意見稿希望預防及制止互聯網平台經濟領域的壟斷行為,拖累科網龍頭ATM股急挫,隔晚騰訊(00700.HK)ADR續跌逾3%,阿里(09988.HK)ADS更挫逾6%,投資者宜抱審慎態度看待後市發展。

從技術上看,昨日進一步創近月高位24,674點,目前較關鍵的阻力位上移至7月7日高位26782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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