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植耀輝: 長假前維持區間上落 濠賭股不宜高追
阿思達克 02-08 11:21
耀才證券研究部總監植耀輝稱,港股上周出現反彈,累升超過1,000點,並再度重上29,000點水平。大市能有理想表現,騰訊(00700.HK)貢獻亦不少,上周便累升7.6%,美團(03690.HK)表現更佳,累升達到12.8%。當然,北水持續淨買入對兩者股價均有正面幫助,不過本周二(9日)起北水將暫停,意味港股推動力將有所減少。儘管如此,觀乎上周港股市底不弱,預期28,800點水平會有不俗支持。當然能否再作突破還要看A股及外圍股市表現,不過短期亦不見得會有利好大市消息出台,預期恆指將於28,800至29,500點水平上落。

板塊方面,則想談談濠賭股。上周五濠賭股普遍造好,個別如銀娛(00027.HK)更升至兩年多新高,主要是永利澳門(01128.HK)指最壞時間已過,以及有關50萬支疫苗運抵澳門之消息。雖然以上因素對濠賭股有正面幫助,但對賭收實際幫助似不大,而且由於內地今年鼓勵市民原區消費,實際上有多少內地旅客訪澳門仍有待觀察。加上濠賭股本身現價已充分反映有關利好消息,故筆者建議投資者,還是採取逢高減持策略會較適合。

(筆者為證監會持牌人,持有騰訊股份)

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道指逼近歷史新高,標指與納指繼續破頂

耀才證券研究部團隊稱,上周五(5日)美股三大指數繼續向上,美國1月非農新增職位4.9萬個,明顯低於預期的10萬人,但失業率意外下降至6.3%則優於預期的6.7%,刺激道指全日高見31,252點,距離歷史高位只差20點,標指與納指繼續破頂。兼齊創收市新高。市場接下來繼續觀望企業業績,以及新任美國政府的1.9萬億經濟刺激方案能否順利通過,財長耶倫提到,即使紓困計劃得以通過,美國仍可能要到明年才可以回升至疫前水平。港股焦點方面,國務院反壟斷委員會發布新指南,提到二選一及以補貼、折扣等鼓勵方式對使用者實施限制,均有機會被認定為限定交易行為;長城汽車(02333.HK)一月銷量13.9萬輛,按年增加73%,產量13.8萬輛,按年增長八成。

恆指10天線及20天線正在重疊,短期較為震盪,但自2月份整個上升勢頭至今仍保持良好,RSI維持50以上同時亦未有背馳現象,中期後市看法仍有條件看好。

(筆者為證監會持牌人)~

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