植耀辉: 美股续有好表现 缺北水港股料窄幅上落
耀才证券研究部总监植耀辉称,美股隔晚(8日)继续有好表现,在憧憬新一轮刺激经济措施出台,利好市场气氛,资源股及晶片股表现尤其突出,结果道指上升237点或0.76%,收报31,385点,标普500指数及纳指则分别上升0.74%及0.95%,收报3,915点及13,987点。
港股昨日表现反覆,开市高开超过340点,其後升势更进一步扩至418点,突破29,700点水平,不过升势未能持续,升幅亦一度收窄至只得5点,最终亦以接近全日最低位收市,收报29,319点,仅上升30点。大市总成交金额回落至1,858亿元。
由於今日(9日)起港股通将暂停,意味未来一段时间,港股将缺乏北水支持。不过笔者暂不太担心相关情况,除非外围市况走势转差,否则恒指将继续维持拉锯格局,於28,800至29,500点水平上落。
至於股份方面,部分北水当炒股如思摩尔(06969.HK)及农夫山泉(09633.HK)表现稍差,或与北水出现净流出有关,不过部分细价股则见异动,首二十大升幅股份最少升幅亦达34%。似乎市场有转炒细价股的倾向,然而该类股份波动性甚大,而且个别亦缺乏基本因素支持,故不建议大家胡乱追入矣!
(笔者为证监会持牌人,并未持有相关股份)
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北水暂停 港股整固气氛将会渐浓
耀才证券研究部团队称,隔晚(8日)美股三大指数造好,美股主要三大指数均创下历史新高及收市新高,Tesla(TSLA.US)宣布已购买约15亿美元比特币,消息刺激比特币创新高。港股ADR靠稳,「黑期」预示恒指今早(9日)先行高开100点左近。北水今日起暂停,於春节假期後初七启市,料短期後市大市成交金额将会回落,港股或维持高位窄幅上落格局。另外,恒指公司宣布快手(01024.HK)符合快速纳入规则要求,将会获快速纳入恒生综合指数、国企指数、科技指数,以及互联网科技业指数,今个月23日起生效。留意股价於短期後市之表现。
恒指至今仍处於10天及20天线之上整固,昨日的高位29,706点将会为短期後市的首个阻力位,而只要恒指未有跌穿2月1日低位28,382点,指数於整固过後仍有望再向上试高位。
(笔者为证监会持牌人)~
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