植耀輝: 科技股造好納指揚 醫藥股急升惟不宜高追
耀才證券研究部總監植耀輝稱,隔晚(21日)美股三大指數個別發展,道指及標普500指數變化不大,納指則因科技股受追捧而續造好,收報13,530點,上升73點或55%,當中FAANG股全線上升,蘋果公司(AAPL.US)升幅更達到3.7%,收報136.87美元。晶片股亦持造好,有傳Intel(INTC.US)與台積電(TSM.US)討論至少5項晶片代工計劃,刺激台積電股價創歷史新高,收報134.16美元,上升2.6%。
港股昨日一度突破30,000點關口,最高更曾升至30,135點,惟其後升幅逐步收窄,部分早前熱炒板塊更由升轉跌,最終恆指數收報29,927點,微跌34點,成交金額稍為回落至2,649億元。雖然未能延續升勢,惟北水仍然繼續流入,全日計北水淨流入便達到162.4億元人民幣。由於港股本輪累升不少,故稍見回吐亦正常,惟只要北水成交繼續暢旺,相信港股仍有機會再試年內高位。
股份方面,醫藥股昨日表現不俗,個別股份升幅更相當誇張,例如四環醫藥(00460.HK)升幅便達到64%。醫藥股本身不乏炒作概念,特別是在疫情之下,相關板塊持續見有炒作,只是暫仍不建議投資者高追,始終不少股價升幅驚人,就如四環為例,其股價本周已累升160%,上升原因除了股價大落後外,亦與有消息指集團一隻神經系統藥物獲藥監局批准上市,以及有內地分析指該公司有醫療美容概念有關。然而升幅如此驚人,加上基本面仍有待觀察,所以不建議大家現階段追貨矣!
(筆者為證監會持牌人,持有台積電股份)~
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