植耀辉: 美股续见波动尾市急跌 港股继续26,500点上落
耀才证券研究部总监植耀辉称,美股隔晚(18日)先升後跌,辉瑞(PFE.US)宣布研发之疫苗有效性达到95%,刺激美股高开,不过正如早前所指,疫苗消息之正面影响将逐渐淡化,其後美股亦处於争持格局。不过在收市前,纽约市宣布因疫情全市学校将於周四再度关闭,美股随即急挫,最终道指下跌344点或1.16%,收报29,438点。标普500指数下跌41点或1.16%,收报3,567点。纳指下跌97点或0.82%,收报11,801点。
个股方面,Tesla(TSLA.US)年底前将被纳入标普之消息继续刺激股价造好,继周二(17日)大升逾8%後,隔晚再升10.20%至486.64美元,升至接近历史高位。另外,美国联邦航空总署(FAA)正式批准波音737 Max恢复商业飞行,结束长达20个月之禁飞令,消息刺激波音(BA.US)股价一度造好。不过摩根士丹利警告,指其股价已超出基本面,令波音股价收市前转跌,最终下跌3.16%,收报203.3美元。
回说港股,昨日大部分时间缺乏方向,惟尾市腾讯(00700.HK)升幅扩大,加上药明生物(02269.HK)等股份跌幅有所收窄,令恒指最终上升129点,收报26,544点,成交量则为1,337亿元。虽然大市表现似不俗,特别是企稳於26,500点水平,只是近期新旧经济股份走势仍未见一致,反映後市依然缺乏方向,短期先看26,500点能否守稳,後市波动区间仍大致维持於25,800至26,500点水平。
(笔者为证监会持牌人,持有腾讯股份)~
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