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植耀辉: 北水净流入减港股跌 今日焦点快手(01024.HK)上市
阿思达克 02-05 11:01
耀才证券研究部总监植耀辉称,在北水净买入显着减少,加上A股表现欠佳拖累下,港股昨日(4日)一度大跌超过500点,低见28,775点,不过午後随着A股回稳,港股通净流入金额亦有所回升,令港股跌幅收窄。最终港股收报29,113点,下跌193点或0.66%,大市成交则较上日有所增加,达2,397.8亿元。不过值得留意的是,北水净流入显着减少,只得38.72亿元,为近一个月以来最少,而且港股通(沪)亦有轻微净流出情况。由於下周二(9/2)起港股通将暂停七个交易日,同时外围市况仍较复杂,一旦有何风吹草动,大市可能又会再出现较大调整,所以就正如上周提到,大家还是量力而为,以及策略上保持弹性矣!

一定要谈谈新股表现。昨日上市之心通医疗(02160.HK)表现相当不俗,全日计高收54%,收报18.82美元。至於今日登场之快手(01024.HK),昨日暗盘价已大幅抽升,亦肯定会是市场焦点,由於升幅实在相当惊人,实不敢建议大家现水平追货矣!至於持货投资者,则不妨自己先订止赚位或目标价,到价即沽货获利离场。

(笔者为证监会持牌人)~

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