耀才團隊: 美股急挫 先留意恆指27,000點關口支持
耀才證券研究部團隊稱,隔晚(4日)美股破頂後急挫,Markit製造業PMI達57.1,優於預期的56.3及前值56.5,道指及標指早段齊創新高,道指高見30,674點,但投資者擔憂新任政府將落實加稅政策以及歐美疫情發展,資金迅速流走,航空、消費及工業股跌幅較大,拖累道指最多倒跌724點,最終收市跌幅縮窄一半,3萬點關口失而復得。同時黑石集團預料美股未來數月將會顯著下滑,加強避險需求,金價抽升至1,900美元關口之上。港股ADR收挫逾300點,阿里ADS及騰訊ADR分別挫3%及1.3%,將繼續拖累大市。藥明生物(02269.HK)股東以每股96.5元配售1.02億股現有股份,共套現98.43億元,配售價較上日收市折讓6.49%。
從技術上看,恆指假前於年尾向上抽升,並於最後一個交易日創下半年新高,恆指上升形態仍相當明顯。短線而言,先留意恆指能否企穩27,000點關口,且大市成交金額能否於假期前後維持活躍,只要市場資金流動性仍充裕,目前仍不宜胡亂估頂,而後市繼續以28,000點作為首個目標。
(筆者為證監會持牌人)~
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