耀才团队: 恒指3万点前震荡 继续留意北水
耀才研究部称,隔晚(21日)美股盘中再度破顶,收市个别发展。美国房屋数据优於预期,加上新申领失业救济人数按周减少2.6万人,至90万,亦优於分析预期的93.5万,道指高见31,272点即市历史新高,科技股走强同样带领纳指创13,560点即市高峰;英特尔业绩被媒体提早披露,股价曾抽升9%;辉达(NVDA.US)和超微半导体(AMD.US)都抽高逾3%,带动费城半导体指数上扬1.53%;苹果(AAPL.US)股价跃升3.67%。美股三大指数均创新高。港股ADR变动不大,但仍然未能站稳於3万点关口之上,数据显示内地北水较为青睐本港科技及通讯类股份,昨日仍录得净流入162亿元人民币,只要南向资金仍继续维持净流入的势头,港股於短期後市很大可能将维持续寻顶之旅。
由於北水入市态度能否长期维持抗奋状态仍是未知之数,对於後市的投资态度,笔者建议维持「摸着石头过河」的心态,即指数既然已突破29,174点之阻力,便以此作为短期後市的支持位,再上望30,280点;而当指数能成功突破30,280点,再顺势看32,000点。
(笔者为证监会持牌人)~
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