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植耀辉: 美股续升创新高 港股急升追落後
阿思达克 12-31 10:44
耀才证券研究部总监植耀辉称,美股隔晚(30日)继续上扬,阿斯利康及牛津大学疫苗获准在英国使用,消息对股市气氛有一定支持;同时能源及资源股亦有不俗表现,支持大市续创新高。最终道指上升73点或0.24%,收报30,409点,标普500指数收报3,732点,上升5点或0.13%,纳指上升19点或0.15%,收报12,870点。

港股方面,在新经济股大幅反弹下,港股终於打破近日闷局,突破27,000点关口,并进一步挑战高位,最终收报27,147点,上升578点,成交金额1,533亿元,事实上单是腾讯(00700.HK)、阿里(09988.HK)及美团(03690.HK)便为大市贡献286点,另外友邦(01299.HK)及港交所(00388.HK)亦为大市贡献97点。

虽然打破近期闷局,但年初至今计恒指仍累跌3.8%,远逊於中美股市表现。当中纳指便累升43%,深圳A股及沪深三百指数亦分别上升32.9%及24.8%。若以走势而言,如恒指能企稳27,000点水平,以量度升幅计料可上望28,000点水平,只是後市变数仍然存在,中美关系便是当中最大不确定性;此外疫情之状况亦相当难测,加上大型科技股未来面对之政策风险,所以今日还是先作观察会较好。至於以上五只股份部署方面,腾讯依然是ATM中最值j博之股份,可续继持有,至於港交所及友邦,则是笔者明年之重心推介股份,故亦可考虑继续持有。

(笔者为证监会持牌人,持有腾讯、阿里巴巴及港交所股份)~

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