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植耀輝: 美股個別發展納指揚 北水續流入撐市
阿思達克 01-26 11:16
耀才證券研究部總監植耀輝稱,美股隔晚(25日)個別發展,投資者繼續觀望疫情最新情況,以及企業業績表現。當中科技股表現理想,納指連續第四個交易日造好,並再創新高,收報13,635點,上升92點或0.69%,標普500指數亦創新高,上升13點或0.4%,收報3,855點,不過道指則下跌36點,收報30,960點。

港股昨日急升超過700點,多隻成份股創歷史新高,同時北水淨流入金額又再度顯著增加,成交量亦回升至2,869億元。正如上日指出,如北水淨流入及追捧強勢藍籌,對恆指會有正面支持,因此港股短期再試高位機會仍較高,先看30,280點能否突破。

不過部分股份升幅實在頗驚人,以騰訊(00700.HK)為例,單日升幅達到一成,情況實在相當罕見,而且14天RSI已急升至83超買水平,部分細價股升幅更動輒超過三成!當然,由於氣氛仍佳,加上北水仍集中加倉於個別重磅藍籌,故已持貨之投資者可繼續持有,但現水平追貨持續值博率一般,因此想入市的話亦只宜小注。

(筆者為證監會持牌人)~

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