植耀輝: 美股反覆靠穩 港股後市料大漲小回
耀才證券研究部總監植耀輝稱，美股隔晚(10日)走勢反覆，科技股沽壓較大，反觀資源類股份造好，支持道指表現。全日計，道指上升61點，收報31,437點，標普500指數則靠穩，微升1點，收報3,909點；納指則收報13,972點，下跌35點或0.3%。
港股昨日繼續有好表現，在金融股及科技股發力下衝破30,000點大關，最高曾升至30,075點，最終恆指收市計上升562點，收報30,038點，成交金額1,759.8億元。多隻科技股持續破頂，包括騰訊(00700.HK)及網易(09999.HK)，另外快手(01024.HK)再急升13%，高見397元。由年初至今，恆指累升已達到10.3%。
港股表現之佳實令筆者感到驚訝，但最主要是中概股持續有理想表現，由於市場氣氛依然樂觀，相信港股走勢仍會較強，然而始終累升幅度不少，同時未來數天有長假期因素，故今日或會出現獲利回套，不過除非假期期間外圍市況轉壞，否則大市仍會維持大漲小回格局。
最後，預祝各位新一年一本萬利，身體健康。
(筆者為證監會持牌人，持有騰訊及網易股份)
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恆指整固 觀望中美領導人通話
耀才證券研究部團隊稱，隔晚(10日)美股三大指數盤中再破頂，收市個別發展。道指先高開52點，聯儲局主席鮑威爾言論「偏鴿」，當中承諾將竭盡所能促進就業，繼續實施量化寬鬆(QE)政策，直至美國經濟取得實質進展，推動道指最多升135點創出31,511點新高。多隻股份上季業績勝預期，標指及納指同創新高，但科網股普遍回落，拖累指數收跌，華爾街散戶號召短線炒作大麻板塊。港股ADR回落過百點，港股今日只得上午半日市，大市先行進行整固。亞洲時段傳出美國總統拜登與國家主席習近平將會進行拜登上任後的首次通話，雙方將就香港問題、貿易、科技、南海等議題進行討論，留意政治因素對後市發展的影響。
恆指近期站穩10天及20天線之上，2月8日高位29,706點將會為短期後市的首個阻力位，而只要恆指未有跌穿2月1日低位28,382點，指數於整固過後仍有望再向上試高位。
(筆者為證監會持牌人)~
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