植耀輝: 美股反彈納指急升 北水續撐恆指見支持
耀才證券研究部總監植耀輝稱,美股隔晚(2月1日)在科技股做好帶動下出現反彈,當中納指表現最佳,上升332點或2.55%,收報13,403點,至於道指則收報30,211點,上升229點或0.76%,標普500指數亦升59點或1.61%,收報3,773點。市場焦點繼續集中於GME等股份,GME(GME.US)股價繼續大幅波動,在有消息指沽空比率已顯著下降的情況下,其股價亦大跌三成至225美元,AMC(AMC.US)股價亦大幅波動,一度急升至17.25美元,其後又一度輕微倒跌,最終僅升0.3%,收報13.3美元。
回說港股情況,雖然美股上周五(1月29日)大跌,但港股卻未見受影響,恆指全日保持升勢,並在重磅藍籌如騰訊(00700.HK)、友邦(01299.HK)及美團(03690.HK)造好下支持恆指上揚。事實上單是三隻股份已為恆指貢獻近370點升幅。至於後市表現,則預期仍會相當反覆,雖然北水依然帶來支持,但外圍情況仍較反覆,特別是美股方面,所以暫仍不宜過分樂觀。預期港股暫將繼續於28,000至29,000點水平上落。
(筆者為證監會持牌人,持有騰訊及友邦股份)~
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