耀才团队: 科技股反弹 留意腾讯(00700.HK)季绩
耀才研究部称,隔晚(11日)美股三大指数个别发展,道指早段续涨172点,全日高见29,593点,收市轻微倒跌23点或0.1%;标指及纳指则分别反弹0.8%及2%,其中苹果为表现最强的道指成份股;欧洲指数同样全线向上。市场仍然维持乐观气氛,但有联储局官员提醒市场不要对疫苗过度憧憬,纽约期油曾飙4.1%,收市升0.2%;布油升0.4%。隔晚港股ADR反弹285点收报26511点,受政策影响的阿里(09988.HK)公布,天猫双11购物节总成交额为4982亿元人民币,按年升85%,ADS反弹6%;腾讯(00700.HK)ADR反弹3%,公司将於今日收市後公布季绩,市场预计经调整利润将按年升28%。
从技术上看,恒指进一步创近月高位24,674点,目前较关键的阻力位上移至7月7日高位26,782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月份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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