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植耀輝: 美股續升創新高 港股急升追落後
阿思達克 12-31 10:44
耀才證券研究部總監植耀輝稱,美股隔晚(30日)繼續上揚,阿斯利康及牛津大學疫苗獲準在英國使用,消息對股市氣氛有一定支持;同時能源及資源股亦有不俗表現,支持大市續創新高。最終道指上升73點或0.24%,收報30,409點,標普500指數收報3,732點,上升5點或0.13%,納指上升19點或0.15%,收報12,870點。

港股方面,在新經濟股大幅反彈下,港股終於打破近日悶局,突破27,000點關口,並進一步挑戰高位,最終收報27,147點,上升578點,成交金額1,533億元,事實上單是騰訊(00700.HK)、阿里(09988.HK)及美團(03690.HK)便為大市貢獻286點,另外友邦(01299.HK)及港交所(00388.HK)亦為大市貢獻97點。

雖然打破近期悶局,但年初至今計恆指仍累跌3.8%,遠遜於中美股市表現。當中納指便累升43%,深圳A股及滬深三百指數亦分別上升32.9%及24.8%。若以走勢而言,如恆指能企穩27,000點水平,以量度升幅計料可上望28,000點水平,只是後市變數仍然存在,中美關係便是當中最大不確定性;此外疫情之狀況亦相當難測,加上大型科技股未來面對之政策風險,所以今日還是先作觀察會較好。至於以上五隻股份部署方面,騰訊依然是ATM中最值j博之股份,可續繼持有,至於港交所及友邦,則是筆者明年之重心推介股份,故亦可考慮繼續持有。

(筆者為證監會持牌人,持有騰訊、阿里巴巴及港交所股份)~

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