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植耀輝: 氣氛續見支持 恆指有望挑戰28,500點
阿思達克 01-11 12:30
耀才證券研究部總監植耀輝稱,港股上周表現不俗,全周計上升647點或2.4%,不少當炒板塊表現出色,汽車股便是其中之一,成份股吉利(00175.HK)全周計升幅達到25.5%,另一車股比亞迪(01211.HK)亦升超過18.2%。股價如此急升除了政策憧憬外,Tesla(TSLA.US)股價越升越有亦是主因,由於該股上周五(8日)再升近8%,今日電動車概念股再現炒作亦不奇,只是相關板塊升幅實在驚人,所以亦不建議再追貨矣!

至於大市走勢則似審慎樂觀,早前突破27,000點後升勢似乎未止之餘,金融及科技股轉輪流炒上亦令指數受惠,短期內再向上升挑戰高住機會仍高,當然亦要留意中美情況,但只要A股能繼續走強,相信港股或有力上試28,500點水平。

當然亦要再談三大中資電訊股表現。三大電訊股股價上周五出現大幅波動,不過在北水力撐下,收市跌勢明顯收窄,當中聯通(00762.HK)於收市競價時段更收復全日失地。儘管如此,惟由於部分基金仍須於年內減持,未來股價仍會相當波動,以及走勢仍會相當反覆,建議繼續觀望較佳。

(筆者為證監會持牌人,並未持有相關股份)~

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