植耀辉: 美股反覆靠稳 港股後市料大涨小回
耀才证券研究部总监植耀辉称，美股隔晚(10日)走势反覆，科技股沽压较大，反观资源类股份造好，支持道指表现。全日计，道指上升61点，收报31,437点，标普500指数则靠稳，微升1点，收报3,909点；纳指则收报13,972点，下跌35点或0.3%。
港股昨日继续有好表现，在金融股及科技股发力下冲破30,000点大关，最高曾升至30,075点，最终恒指收市计上升562点，收报30,038点，成交金额1,759.8亿元。多只科技股持续破顶，包括腾讯(00700.HK)及网易(09999.HK)，另外快手(01024.HK)再急升13%，高见397元。由年初至今，恒指累升已达到10.3%。
港股表现之佳实令笔者感到惊讶，但最主要是中概股持续有理想表现，由於市场气氛依然乐观，相信港股走势仍会较强，然而始终累升幅度不少，同时未来数天有长假期因素，故今日或会出现获利回套，不过除非假期期间外围市况转坏，否则大市仍会维持大涨小回格局。
最後，预祝各位新一年一本万利，身体健康。
(笔者为证监会持牌人，持有腾讯及网易股份)
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恒指整固 观望中美领导人通话
耀才证券研究部团队称，隔晚(10日)美股三大指数盘中再破顶，收市个别发展。道指先高开52点，联储局主席鲍威尔言论「偏鸽」，当中承诺将竭尽所能促进就业，继续实施量化宽松(QE)政策，直至美国经济取得实质进展，推动道指最多升135点创出31,511点新高。多只股份上季业绩胜预期，标指及纳指同创新高，但科网股普遍回落，拖累指数收跌，华尔街散户号召短线炒作大麻板块。港股ADR回落过百点，港股今日只得上午半日市，大市先行进行整固。亚洲时段传出美国总统拜登与国家主席习近平将会进行拜登上任後的首次通话，双方将就香港问题、贸易、科技、南海等议题进行讨论，留意政治因素对後市发展的影响。
恒指近期站稳10天及20天线之上，2月8日高位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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