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植耀辉: 疫苗再现曙光美股扬 港股续上试26,500点
阿思达克 11-17 10:47
耀才证券研究部总监植耀辉称,受Moderna在研发疫苗上出现突破下,隔晚(16日)美股三大指数均造好,当中道指及标普500指数创收市新高,道指上升470点或1.6%,收报29,950点,标普500指数则收报3,626点,上升41点或1.16%。至於纳指亦升94点或0.8%,收报11,924点。

港股昨日亦有不俗表现,恒指上升225点,至26,381点水平,旧经济股继续成为升市功臣,汇控(00005.HK)及友邦(01299.HK)分别上升4%及3.2%,不过新经济股表现却较失色,腾讯(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,美股亦再有好表现,预期今日旧经济股应会继续有炒作,不过有关憧憬之支持未必太久,故现阶段宜转吼近期回落之科技龙头博反弹似乎更值搏,毕竟新旧经济股交替炒作已是近期大市基调。

另外亦要跟进恒指新贵表现。三者皆有可观升幅,当中又以安踏(02020.HK)表现最突出,上升6.4%,百威(01876.HK)及美团(03690.HK)亦分别上升4%至5%。暂维持昨日之策略部署,短期仍看高百威一线,安踏及美团则可稍为趁高获利。

(笔者为证监会持牌人,持有腾讯(00700.HK)及阿里(09988.HK)股份)~

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