耀才团队: 恒指需先行回补1月19日裂口28,864点
耀才证券研究部团队称,隔晚(27日)欧美股市下挫,美股三大指数全线收跌逾2%。市况急转直下,道指低开43点後反覆下跌,波音(BA.US)全年净亏损达到破纪录的120亿美元,推低股价4.07%收市,虽然美联储议息後维持利率及买债计划不变,但主席鲍威尔提到疫情仍构成相当大的下行风险,对後市抱审慎态度,拖累道指跌幅一度扩大至730点,收市跌633点。市场炒卖风气浓厚,零售商GameStop(GME.US)及戏院集团AMC(AMC.US)继续成为投机炒作标的,AMC股价飙升逾3倍,在交易活跃下,多间证券商交易系统一度遭遇中断事故。
受外围拖累港股ADR下挫逾500点,意味恒指需先行回补1月19日造成的上升裂口28,864点,昨日北水净流入达235亿,创继1月19日峰值後第二大净流入纪录,并且继续追捧腾讯(00700.HK),北水南下的情况未有改变,关键为新股一轮冻资期後热钱会否重返现货市场,市场消息指快手(01024.HK)冻资已达万亿元。
(笔者为证监会持牌人)~
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