植耀輝: 北水續追捧 港股續有力挑戰高位
美股隔晚因馬丁路德金假期休市,不過越逼近總統就職日,美國當地之緊張氣氛看來似有增無減,須留意拜登上任及其就職演說後金融市場會有何反應。
至於港股,在重磅藍籌造好下繼續向年內高位進發,成交量亦繼續超過2,200億元。值得一提的是,北水淨流入達到229.71億元,為港股通推出以來新高,亦是連續第19個交易日出現淨買入。此外,資金依然追捧優質藍籌股,騰訊(00700.HK)便繼續成為北水吸納之主要對象。值得一提的是港交所(00388.HK)淨買入金額達到27.3億元,佔昨日港交所股份成交量近六成,港交所股價亦因此因素帶動,急升5.2%至482元,以收市價計亦為歷史新高。筆者相信,如北水持續流入,對港股仍會有相當大支持,只要外圍及A股配合,港股再試年內高機會仍相當大,暫繼續以29,000點作短期目標。
股份方面,光伏股昨日見有反彈,雖然市場擔心競爭會有所加劇,惟筆者相信在供應仍偏緊情況下,玻璃價格仍會維持較高水平,加上相關股份如信義光能(00968.HK)股價本輪回調不少,可考慮現價買入,並作中長線持有。
筆者持有騰訊及港交所股份~
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