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植耀辉: 美股震荡低收 港股27,000点料有支持
阿思达克 01-05 11:30
耀才证券研究部总监植耀辉称,美股在今年首个交易日走势波动,开市一度再创新高,但开市不久即掉头向下,其後跌势更进一步加剧,最多曾跌超过700点。其後走势有所反弹,最终道指下跌382点或1.25%,收报30,223点,标普500指数亦跌55点或1.48%,收报3,700点,纳指收报12,698点,下跌189点或1.47%。

至於港股,在2021年首个交易日造好,收报27,472点,上升241点,继续逼近28,000点关口,成交金额亦达到1,826.4亿元,当中更有10只成份股创新高或一年以上新高。港股昨日能有好表现,A股造好及人民币汇价急升皆属主要原因,同时不少当炒板块续见资金追捧,亦令市场气氛持续升温。由於强势股仍见资金追捧(事实上,昨日单是友邦(01299.HK)及小米(01810.HK)便分别为大市贡献105点及82点),相信恒指短期仍有机会再试高位,不过美股隔晚表现欠佳,或令大市升势受阻,短线料继续於27,000至28,000点水平上落。

至於股份方面,笔者今年重点推介之友邦及港交所(00388.HK)昨日表现相当不俗,仍可继续持有,毕竟基本面仍然乐观;另外,药明生物(02269.HK)大股东又再度配股减持,相信股价或会受压,不过此股过去反弹速度不弱,如今日(5日)股价见有支持,不妨作小注吸纳并作中长线持有。

(笔者为证监会持牌人,持有港交所股份)~

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