耀才团队: 港股ADR变动不大 恒指仍拉锯於10天线水平
耀才证券研究部团队称,隔晚(3日)美股先升後回,民主党人有意就新抗疫纾困方案让步,不再坚持方案规模要有2.4万亿美元,带动道指重上3万大关,标指及纳指更加破顶;不过,辉瑞(PFE.US)预料今年的全球疫苗出货量只能达到原订目标的一半,即5,000万剂,而欧美确诊人数维持高位水平,拖累大市气氛。中美继续角力,美国正式将中芯(00981.HK)及中海油(00883.US)列入黑名单,将使得美国公司更难向这批中国企业出口技术,华为早在5月被加入同一名单。
港股ADR变动不大,短期後市或继续拉锯於10天线左近,港股年底前仍缺乏方向,在疫苗来临的利好憧憬下,市底表现仍强,但短期疫情风险亦不容忽视,亦将会限制大市短期後市表现。
从技术上看,恒指至今仍反覆穿梭於10天线水平,但目前仍稳守於20天线之上,市底强之表现仍得以维持。但如前文所述,毕竟恒指於11月份已累积较多升幅,短线高位调整之压力仍在,20天线一旦失守,指数於短期後市仍存在一定调整空间。此短期升浪以10月30日低开24,029点起,至11月25日高位27,040点计,累积升幅达3,011点,若调整黄金比率0.382,将会回试25,900点之支持。
(笔者为证监会持牌人)~
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