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植耀辉: 利好消息带动美股扬 港股焦点小米(01810.HK)季绩
阿思达克 11-24 11:41
耀才证券研究部总监植耀辉称,美股隔晚(23日)有不俗表现,疫苗研发继续有正面消息,阿斯利康宣布新冠疫苗最高有效性可达到90%,刺激美股高开,航空及邮轮反弹,道指成份股亦普遍造好;至尾市外媒引述消息人士证实,拜登已提名前联储局主席耶伦出任财政部长,消息利好市场气氛。最终道指上升327点或1.12%,收报29,591点,标普500指数亦升20点或0.56%,收报3,577点。纳指升幅较少,但亦升0.2%,收报11,880点。

至於港股昨日依然未见明确方向,虽然旧经济股受疫情出现「第四波爆发」而下跌,不过新经济股如阿里(09988.HK)及小米(01810.HK)又有不俗表现,令恒指收市仍能录得升幅。只是近期大市每逢上试26,500点之上均未能企稳,似乎在未有进一步利好消息之前,恒指仍只会维持窄幅上落。

当然今日焦点之一必然是小米业绩。自上周四起其股价出现显着升幅之余,股价更创上市新高,其中北水便连续三个交易日出现明显净买入情况。是否炒作季绩有好表现不得而知,只是升势如此急劲,同时笔者对其第三季业绩有一定保留,特别是印度市场表现将会是投资者所关注之重点之一。所以除非业绩有惊喜,否则虽然股价近日造好,惟如今日股价未能再出现突破,建议还是先行减一减磅获利会较适合。

(笔者为证监会持牌人,持有阿里巴巴股份)~

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