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植耀辉: 美股个别发展 今日焦点泡泡玛特(09992.HK)
阿思达克 12-11 10:25
耀才证券研究部总监植耀辉称,美股隔晚(10日)个别发展,刺激方案未能达成共识,加上当地疫情依然严峻,投资者亦抱观望态度,美股三大指仅纳指上升,道指及标普则下跌。最终道指下跌69点或0.2%,收报29,999点,标普500指数则微跌4点,收报3,668点,纳指则造好,上升66点或0.54%,收报12,405点。

港股方面,恒指继续炒上落,虽然一度跌破26,300点水平,但很快又出现反弹,最终亦重上26,400点水平收市,仅跌92点,不过成交量只得1,100亿元,反映投资者观望气氛依然浓厚。事实上,恒指自上月上旬出现突破,并接连冲破25,500点及26,000点後,大市便维持於26,000至27,000点上落,由於市场缺乏利好消息,大市要破关恐怕有相当难度;另一方面,中美关系紧张亦未有为港股带来太大压力,因此预期港股仍只会维持上落市格局不变。

今日焦点肯定是新股泡泡玛特(09992.HK)。其暗盘价升幅便超过一倍,反映在市况缺乏方向下,投资者转为炒作新股,只是升幅已如此惊人,未有货投资者实在不建议高追;至於持货之投资者,则笔者觉得亦宜见好就收,皆因此股现时市值已达千亿元矣!所以还是沽货过一个相当满足之圣诞吧!

(笔者为证监会持牌人,并未持有相关股份)~

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