耀才团队: 恒指国指新贵料表现波动
耀才研究部称,上周五(13日)美股继续反弹,市场继续憧憬疫苗将会推出,另外总统当选人拜登无意在全国实施封锁措施,均利好市场气氛。「黑期」今早升逾200点,料恒指有望裂口高开继续企稳26000点关口之上,恒指公司上周五傍晚宣布,将百威亚太(01876.HK)、安踏(02020.HK)及美团(03690.HK)纳入蓝筹股,太古A (00019.HK)被剔除出蓝筹股行列,恒指成份股将由50只增至52只。另外,国企指数虽然维持50只不变,但一共有9只国指成份股出现变动,料相关股份於指数中的转变将会波动。内地今日公布10月份工业增加值、零售销售及固定资产投资三项重要经济数据,只要经济数据持续改善,中期後市仍有条件继续看好。
从技术上看,恒指至今仍企稳26,000点关口,指数於上周五略为修补上周一遗留下的上升裂口後已马上回稳,可见恒指於26,000点关口有不俗的支持力度,目前短线阻力位在本月高位26,474点,而较关键的阻力位则在7月7日高位26,782点,只要恒指能继续企稳26,000点关口之上,目前实不宜胡乱看淡。
(笔者为证监会持牌人)~
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