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植耀輝: 美股11月表現佳 港股27,000點阻力大
阿思達克 12-01 11:35
耀才證券研究部總監植耀輝稱,隔晚(11月30日)美股在11月最後一個交易日有所回落,投資者繼續關注疫情以及中美關係,道指最多下跌447點,其後跌幅有所收窄,最終下跌271點或0.9%,收報29,638點。納指跌幅較少,下跌7點,收報12,198點,標普500指數下跌16點或0.5%,收報3,621點。總結美股11月表現,道指累升近12%,為1987年來最大單月升幅,標普500指數累計升約11%,納指則累升約12%。

至於港股,昨日走勢顯著下挫,主要是受到中海油(00883.HK)等石油股拖累。皆因昨日傳出美國可能會將4間中國企業包括中海油及中芯國際(00981.HK)列入制裁黑名單,相關消息令中海油大跌,連帶拖累石油股表現;加上午後原先強勢之內銀股亦由升轉跌,騰訊(00700.HK)亦受MSCI成份股換馬收市後生效影響急跌,最終恆指大跌553點,收報26,341點,成交金額急增至2,406.9億元。雖然恆指在11月最後一個交易日下跌,惟全月計恆指仍升2,234點,或9.27%,表現相當不俗。

至於12月之表現,雖然市場看法普遍樂觀,特別是疫苗有望推出亦令市場氣氛轉趨正面,只是較需留意的是中美關係會否再度轉趨緊張,特別是美國總特朗普似乎會在任期餘下時間「出手」,這對投資市場或會添上更多陰霾,故筆者相信大市在12月相信仍會繼續震盪格局,而27,000點暫時亦是後市初步阻力。

(筆者為證監會持牌人,持有騰訊股份)~

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