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植耀輝: 美股反覆靠穩 港股拉鋸格局未變
阿思達克 12-17 11:54
耀才證券研究部總監植耀輝稱,美股隔晚(16日)走勢呈窄幅上落,雖然有消息指將短期內公布刺激措施,但對大市未見帶來太大影響。最終道指下跌0.15%,標普500指數及納指則上升0.18%及0.5%。另外,聯儲局在議息後維持息率不變,並指低息率將維持至2023年不變。但亦強調疫情對未來幾個月的經濟影響有相當大挑戰,若經濟出現放緩,聯儲局亦不排除會擴大資產購買規模。另值得一提的是,Bitcoin價格創歷史新高,最高升至21,393美元,執筆時升近8.6%,報21,284美元。

港股方面,昨日出現反彈,在騰訊(00700.HK)、友邦(01299.HK)及阿里(09988.HK)支持下,恆指上升253點或1%,收報26,460點,成交金額則為1,290億元。大市又再出現反彈,不過始終仍未擺脫上落市格局,亦即26,000至27,000點水平拉鋸。

至於首日登場之藍月亮(06993.HK),表現則算中規中矩,最高曾升至16.5元,最終收市則報14.88元,較招股價上升13%。純以業務本身發展,集團之主要業務收入洗衣液市場本身競爭不少,加上入門門檻不高,相信業務前景亦面對相當多挑戰。不過基於市場仍炒作內需及未來北水概念,故短期股價料有望受惠,持貨投資者暫可考慮繼續持有。

(筆者為證監會持牌人,持有騰訊及阿里股份)~

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