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植耀辉: 美股个别发展纳指扬 北水续流入撑市
阿思达克 01-26 11:16
耀才证券研究部总监植耀辉称,美股隔晚(25日)个别发展,投资者继续观望疫情最新情况,以及企业业绩表现。当中科技股表现理想,纳指连续第四个交易日造好,并再创新高,收报13,635点,上升92点或0.69%,标普500指数亦创新高,上升13点或0.4%,收报3,855点,不过道指则下跌36点,收报30,960点。

港股昨日急升超过700点,多只成份股创历史新高,同时北水净流入金额又再度显着增加,成交量亦回升至2,869亿元。正如上日指出,如北水净流入及追捧强势蓝筹,对恒指会有正面支持,因此港股短期再试高位机会仍较高,先看30,280点能否突破。

不过部分股份升幅实在颇惊人,以腾讯(00700.HK)为例,单日升幅达到一成,情况实在相当罕见,而且14天RSI已急升至83超买水平,部分细价股升幅更动辄超过三成!当然,由於气氛仍佳,加上北水仍集中加仓於个别重磅蓝筹,故已持货之投资者可继续持有,但现水平追货持续值博率一般,因此想入市的话亦只宜小注。

(笔者为证监会持牌人)~

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