植耀辉: 美股11月表现佳 港股27,000点阻力大
耀才证券研究部总监植耀辉称,隔晚(11月30日)美股在11月最後一个交易日有所回落,投资者继续关注疫情以及中美关系,道指最多下跌447点,其後跌幅有所收窄,最终下跌271点或0.9%,收报29,638点。纳指跌幅较少,下跌7点,收报12,198点,标普500指数下跌16点或0.5%,收报3,621点。总结美股11月表现,道指累升近12%,为1987年来最大单月升幅,标普500指数累计升约11%,纳指则累升约12%。
至於港股,昨日走势显着下挫,主要是受到中海油(00883.HK)等石油股拖累。皆因昨日传出美国可能会将4间中国企业包括中海油及中芯国际(00981.HK)列入制裁黑名单,相关消息令中海油大跌,连带拖累石油股表现;加上午後原先强势之内银股亦由升转跌,腾讯(00700.HK)亦受MSCI成份股换马收市後生效影响急跌,最终恒指大跌553点,收报26,341点,成交金额急增至2,406.9亿元。虽然恒指在11月最後一个交易日下跌,惟全月计恒指仍升2,234点,或9.27%,表现相当不俗。
至於12月之表现,虽然市场看法普遍乐观,特别是疫苗有望推出亦令市场气氛转趋正面,只是较需留意的是中美关系会否再度转趋紧张,特别是美国总特朗普似乎会在任期余下时间「出手」,这对投资市场或会添上更多阴霾,故笔者相信大市在12月相信仍会继续震荡格局,而27,000点暂时亦是後市初步阻力。
(笔者为证监会持牌人,持有腾讯股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.