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耀才團隊: 北水淨流入重返峰值水平對大市有支持
阿思達克 01-26 11:16
耀才證券研究部團隊稱,隔晚(25日)美股較為震盪,收市則個別發展。拜登試圖推動一項1.9萬億美元的刺激方案,但遭到國會共和黨人反對,大量個股早段先升後跳水,道指早段最多跌432點,全日低見30,564點,收市將跌幅收窄至36點。但市場仍然對企業業績抱有信心,本周有13間道指成份公司和111間標指成份企業派發成績表,包括蘋果(AAPL.US)、微軟(MSFT.US)、特斯拉(TSLA.US)、麥當勞(MCD.US)、Caterpillar(CAT.US)及波音(BA.US)等;蘋果股價創新高145.09美元,特斯拉盤中同樣破頂升穿900美元,報880元。

港股ADR回吐逾200點,昨日北水淨流入達192億元人民幣,較上周五(22日)高出近100億元人民幣,並重返近期峰值水平,南下資金再度抱團大量購入騰訊(00700.HK),單日淨流入超百億港元,雖然本周有多隻大型新股招股,或會搶走部分熱錢,但只要大市成交金額持續暢旺,恆指仍有條件保持上升軌道。

由於北水入市態度能否長期維持抗奮狀態仍是未知之數,對於後市的投資態度,筆者建議維持「摸著石頭過河」的心態,即指數既然已突破29,174點之阻力,便以此作為短期後市的支持位,再上望30,280點;而當指數能成功突破30,280點,再順勢看32,000點。

(筆者為證監會持牌人)~

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