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植耀輝: 北水淨流入減港股跌 今日焦點快手(01024.HK)上市
阿思達克 02-05 11:01
耀才證券研究部總監植耀輝稱,在北水淨買入顯著減少,加上A股表現欠佳拖累下,港股昨日(4日)一度大跌超過500點,低見28,775點,不過午後隨著A股回穩,港股通淨流入金額亦有所回升,令港股跌幅收窄。最終港股收報29,113點,下跌193點或0.66%,大市成交則較上日有所增加,達2,397.8億元。不過值得留意的是,北水淨流入顯著減少,只得38.72億元,為近一個月以來最少,而且港股通(滬)亦有輕微淨流出情況。由於下周二(9/2)起港股通將暫停七個交易日,同時外圍市況仍較複雜,一旦有何風吹草動,大市可能又會再出現較大調整,所以就正如上周提到,大家還是量力而為,以及策略上保持彈性矣!

一定要談談新股表現。昨日上市之心通醫療(02160.HK)表現相當不俗,全日計高收54%,收報18.82美元。至於今日登場之快手(01024.HK),昨日暗盤價已大幅抽升,亦肯定會是市場焦點,由於升幅實在相當驚人,實不敢建議大家現水平追貨矣!至於持貨投資者,則不妨自己先訂止賺位或目標價,到價即沽貨獲利離場。

(筆者為證監會持牌人)~

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