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植耀輝: 美股回落觀望氣氛濃 權重股見支持利港股
阿思達克 01-18 11:13
耀才證券研究部總監植耀輝稱,美股上周表現有所轉弱,三大指數均扭轉前周升勢轉跌,疫情及疫苗供應緊張、加上經濟數據特別是上月零售銷售數據續弱均令投資者關注經濟前景。全周計,道指及標普500指數分別下跌0.9%及1.5%,納指亦下跌1.5%。拜登將於本周三宣誓就職並發表就職演說,相信會是市場焦點之一,而美股亦即將踏入季業公布期,相信市況亦會繼續波動。

至於恆指上周表現不俗,在成交配合下再出現突破,收報28,573點,一周計累升695點或2.5%,最高更曾升至28,667點。由於市場氣氛仍不俗,尤其是權重股繼續獲資金追捧,故恆指再進一步向上挑戰高位的機會仍較高;不過,始終美國政經局勢似乎變數甚多,故要加倍留意當地發展。預期恆指本周或會先於28,000-28,500點水平整固,如外圍或A股造好,始有望挑戰29,000點水平。

在板塊輪流炒作下,科技股及金融股均見有好表現,事實上不少藍籌股上周接連破頂,例如港交所(00388.HK)、騰訊(00700.HK)及友邦(01299.HK)。港交所及友邦均為筆者今年較看好之股份,當然升勢有點令筆者感到驚喜,筆者亦認為其股價仍有上升空間,故可考慮繼續作中長線持有。

亦要談談小米(01810.HK)的情況。上周被美國列入投資黑名單之列,結果觸發股價大跌。由於美資須作出減持,意味股價短期內將面對相當沽壓。當然從上周五所見,「北水」買盤相當積極,只是短期股價仍難言可轉勢,故暫不建議在現水平博反彈。

(筆者為證監會持牌人,持有港交所及騰訊股份)~

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