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植耀輝: 疫苗再現曙光美股揚 港股續上試26,500點
阿思達克 11-17 10:47
耀才證券研究部總監植耀輝稱,受Moderna在研發疫苗上出現突破下,隔晚(16日)美股三大指數均造好,當中道指及標普500指數創收市新高,道指上升470點或1.6%,收報29,950點,標普500指數則收報3,626點,上升41點或1.16%。至於納指亦升94點或0.8%,收報11,924點。

港股昨日亦有不俗表現,恆指上升225點,至26,381點水平,舊經濟股繼續成為升市功臣,匯控(00005.HK)及友邦(01299.HK)分別上升4%及3.2%,不過新經濟股表現卻較失色,騰訊(00700.HK)及阿里巴巴(09988.HK)下跌近1%及1.2%。由於隔晚疫苗又有突破,美股亦再有好表現,預期今日舊經濟股應會繼續有炒作,不過有關憧憬之支持未必太久,故現階段宜轉吼近期回落之科技龍頭博反彈似乎更值搏,畢竟新舊經濟股交替炒作已是近期大市基調。

另外亦要跟進恆指新貴表現。三者皆有可觀升幅,當中又以安踏(02020.HK)表現最突出,上升6.4%,百威(01876.HK)及美團(03690.HK)亦分別上升4%至5%。暫維持昨日之策略部署,短期仍看高百威一線,安踏及美團則可稍為趁高獲利。

(筆者為證監會持牌人,持有騰訊(00700.HK)及阿里(09988.HK)股份)~

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