植耀辉: 长假前维持区间上落 濠赌股不宜高追
耀才证券研究部总监植耀辉称,港股上周出现反弹,累升超过1,000点,并再度重上29,000点水平。大市能有理想表现,腾讯(00700.HK)贡献亦不少,上周便累升7.6%,美团(03690.HK)表现更佳,累升达到12.8%。当然,北水持续净买入对两者股价均有正面帮助,不过本周二(9日)起北水将暂停,意味港股推动力将有所减少。尽管如此,观乎上周港股市底不弱,预期28,800点水平会有不俗支持。当然能否再作突破还要看A股及外围股市表现,不过短期亦不见得会有利好大市消息出台,预期恒指将於28,800至29,500点水平上落。
板块方面,则想谈谈濠赌股。上周五濠赌股普遍造好,个别如银娱(00027.HK)更升至两年多新高,主要是永利澳门(01128.HK)指最坏时间已过,以及有关50万支疫苗运抵澳门之消息。虽然以上因素对濠赌股有正面帮助,但对赌收实际帮助似不大,而且由於内地今年鼓励市民原区消费,实际上有多少内地旅客访澳门仍有待观察。加上濠赌股本身现价已充分反映有关利好消息,故笔者建议投资者,还是采取逢高减持策略会较适合。
(笔者为证监会持牌人,持有腾讯股份)
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道指逼近历史新高 标指与纳指继续破顶
耀才证券研究部团队称,上周五(5日)美股三大指数继续向上,美国1月非农新增职位4.9万个,明显低於预期的10万人,但失业率意外下降至6.3%则优於预期的6.7%,刺激道指全日高见31,252点,距离历史高位只差20点,标指与纳指继续破顶。兼齐创收市新高。市场接下来继续观望企业业绩,以及新任美国政府的1.9万亿经济刺激方案能否顺利通过,财长耶伦提到,即使纾困计划得以通过,美国仍可能要到明年才可以回升至疫前水平。港股焦点方面,国务院反垄断委员会发布新指南,提到二选一及以补贴、折扣等鼓励方式对使用者实施限制,均有机会被认定为限定交易行为;长城汽车(02333.HK)一月销量13.9万辆,按年增加73%,产量13.8万辆,按年增长八成。
恒指10天线及20天线正在重叠,短期较为震荡,但自2月份整个上升势头至今仍保持良好,RSI维持50以上同时亦未有背驰现象,中期後市看法仍有条件看好。
(笔者为证监会持牌人)~
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