植耀辉: 美股个别发展 港股继续「炒股不炒市」
耀才证券研究部总监植耀辉称,美股隔晚(14日)个别发展,虽然首批疫苗开始分发,同时有望推出新纾困方案,一度利好市场气氛,不过疫情状况继续受到关注,纽约市市长及州长均指不排除全面封城,令美股再度受压。最终道指下跌184点或0.62%,收报29,861点,标普500指数亦跌15点或0.4%,收报3,647点,纳指则造好,上升62点或0.5%,收报12,440点。
港股昨日表现继续反覆,ATM受内地反垄断消息拖累而急挫,反观小米(01810.HK)继续受北水青睐,加上石油股续见反弹,限制大市跌幅。至於後市方面,暂时仍於26,000至27,000点水平上落,不过走势略为转淡,始终现时市场未见太多利好消息,对疫苗之憧憬似乎亦已消化,所以未来一段时间,宜留意外围美股表现。当然中美关系仍是大众关注点之一。不过在「炒股不炒市」的情况下,新股则成为投资者热炒之对象。上周上市之泡泡玛特(09992.HK)表现相当有惊喜,今日蓝月亮(06993.HK)亦会公布招股结果,且看能否延续近期新股强势矣!
(笔者为证监会持牌人,持有腾讯及阿里巴巴股份)~
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