植耀辉: 科技股造好纳指扬 医药股急升惟不宜高追
耀才证券研究部总监植耀辉称,隔晚(21日)美股三大指数个别发展,道指及标普500指数变化不大,纳指则因科技股受追捧而续造好,收报13,530点,上升73点或55%,当中FAANG股全线上升,苹果公司(AAPL.US)升幅更达到3.7%,收报136.87美元。晶片股亦持造好,有传Intel(INTC.US)与台积电(TSM.US)讨论至少5项晶片代工计划,刺激台积电股价创历史新高,收报134.16美元,上升2.6%。
港股昨日一度突破30,000点关口,最高更曾升至30,135点,惟其後升幅逐步收窄,部分早前热炒板块更由升转跌,最终恒指数收报29,927点,微跌34点,成交金额稍为回落至2,649亿元。虽然未能延续升势,惟北水仍然继续流入,全日计北水净流入便达到162.4亿元人民币。由於港股本轮累升不少,故稍见回吐亦正常,惟只要北水成交继续畅旺,相信港股仍有机会再试年内高位。
股份方面,医药股昨日表现不俗,个别股份升幅更相当夸张,例如四环医药(00460.HK)升幅便达到64%。医药股本身不乏炒作概念,特别是在疫情之下,相关板块持续见有炒作,只是暂仍不建议投资者高追,始终不少股价升幅惊人,就如四环为例,其股价本周已累升160%,上升原因除了股价大落後外,亦与有消息指集团一只神经系统药物获药监局批准上市,以及有内地分析指该公司有医疗美容概念有关。然而升幅如此惊人,加上基本面仍有待观察,所以不建议大家现阶段追货矣!
(笔者为证监会持牌人,持有台积电股份)~
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