植耀輝: 美股觀望氣氛濃 港股續於28,500點上落
耀才證券研究部總監植耀輝稱,美股隔晚(14日)表現偏軟,疫情加上投資者觀望拜登新刺激經濟方案計劃,同時科技股走勢欠佳亦拖累納指表現。最終道指下跌68點,收報30,991點,標普500指數亦跌14點,收報3,795點,納指下跌16點,收報13,112點。
值得一提的是,台積電(TSM.US)季績表現勝預期,刺激股價急升6%,同時因顯著增加資本開支,令一眾相關股股價顯著造好。
至於港股,昨日在科技股做好下曾一度突破28,500點水平,雖然收市前未能企穩,但最終仍收報28,496點,上升261點,成交金額維持2,077億元。科技股走勢強勁,騰訊(00700.HK)、阿里巴巴(09988.HK)及美團(03690.HK)升幅均超過5%,三者為恆指貢獻已達到300點,但另一方面,中資金融股走勢卻較失色,中國平安(02318.HK)下跌1.4%,國壽(02628.HK)亦跌1.8%。至於周二(12日)創新高之友邦(01299.HK),股價亦見回落,但作能守穩100元水平,收報100.7元,下跌近1%。
當然市場氣氛依然不俗,特別是科技股繼續有資金追捧,只是筆者仍較關注外圍情況。短期而言,筆者擔心美股可能會有較大波動,雖然拜登即將上任,但其政策及發展方針如何、特朗普又會有何舉動,仍會對金融市場帶來影響。事實上,今早執筆時美國國防部便公布再有9家公司被列入投資黑名單,當中便包括手機製造商小米(01810.HK),預期今日該股股價會相當波動。加上港股近期升幅又不算少,故可待企穩28,500點始再作部署。
(筆者為證監會持牌人,持有台積電、阿里巴巴及騰訊股份)~
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