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植耀輝: 美股個別發展 港股繼續「炒股不炒市」
阿思達克 12-15 10:02
耀才證券研究部總監植耀輝稱,美股隔晚(14日)個別發展,雖然首批疫苗開始分發,同時有望推出新紓困方案,一度利好市場氣氛,不過疫情狀況繼續受到關注,紐約市市長及州長均指不排除全面封城,令美股再度受壓。最終道指下跌184點或0.62%,收報29,861點,標普500指數亦跌15點或0.4%,收報3,647點,納指則造好,上升62點或0.5%,收報12,440點。

港股昨日表現繼續反覆,ATM受內地反壟斷消息拖累而急挫,反觀小米(01810.HK)繼續受北水青睞,加上石油股續見反彈,限制大市跌幅。至於後市方面,暫時仍於26,000至27,000點水平上落,不過走勢略為轉淡,始終現時市場未見太多利好消息,對疫苗之憧憬似乎亦已消化,所以未來一段時間,宜留意外圍美股表現。當然中美關係仍是大眾關注點之一。不過在「炒股不炒市」的情況下,新股則成為投資者熱炒之對象。上週上市之泡泡瑪特(09992.HK)表現相當有驚喜,今日藍月亮(06993.HK)亦會公布招股結果,且看能否延續近期新股強勢矣!

(筆者為證監會持牌人,持有騰訊及阿里巴巴股份)~

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