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植耀輝: 美股續見波動尾市急跌 港股繼續26,500點上落
阿思達克 11-19 11:37
耀才證券研究部總監植耀輝稱,美股隔晚(18日)先升後跌,輝瑞(PFE.US)宣布研發之疫苗有效性達到95%,刺激美股高開,不過正如早前所指,疫苗消息之正面影響將逐漸淡化,其後美股亦處於爭持格局。不過在收市前,紐約市宣布因疫情全市學校將於周四再度關閉,美股隨即急挫,最終道指下跌344點或1.16%,收報29,438點。標普500指數下跌41點或1.16%,收報3,567點。納指下跌97點或0.82%,收報11,801點。

個股方面,Tesla(TSLA.US)年底前將被納入標普之消息繼續刺激股價造好,繼周二(17日)大升逾8%後,隔晚再升10.20%至486.64美元,升至接近歷史高位。另外,美國聯邦航空總署(FAA)正式批准波音737 Max恢復商業飛行,結束長達20個月之禁飛令,消息刺激波音(BA.US)股價一度造好。不過摩根士丹利警告,指其股價已超出基本面,令波音股價收市前轉跌,最終下跌3.16%,收報203.3美元。

回說港股,昨日大部分時間缺乏方向,惟尾市騰訊(00700.HK)升幅擴大,加上藥明生物(02269.HK)等股份跌幅有所收窄,令恆指最終上升129點,收報26,544點,成交量則為1,337億元。雖然大市表現似不俗,特別是企穩於26,500點水平,只是近期新舊經濟股份走勢仍未見一致,反映後市依然缺乏方向,短期先看26,500點能否守穩,後市波動區間仍大致維持於25,800至26,500點水平。

(筆者為證監會持牌人,持有騰訊股份)~

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