植耀輝: 科技股續看高一線 港股料可紅盤高開
耀才證券研究部總監植耀輝稱，新一年先祝願大家心想事成，股運亨通!港股在假期前上周四(11日)繼續有好表現，早前雖然一度下跌超過200點，不過在美團(03690.HK)、小米(01810.HK)及內銀股支持下，恆指倒升之餘亦企穩30,000點水平，最終收報30,173點，上升134點，大市交投仍算暢旺，達920.87億元。
科技股及內地餐飲股繼續獨領風騷，SAAS概念股破頂，微盟集團(02013.HK)升超過一成，中國有贊(08083.HK)亦升4.9%：餐飲股方面，九毛九(09922.HK)升9%，呷哺呷哺(00520.HK)更升16.8%。筆者相信在春節假期期間，相關股份仍有機會受到追捧，不過始終已累積相當升幅，故只宜短線。
不過論升幅則不可不提平安好醫生(01833.HK)。受到女股神「加持」下，股價急升21%至128元。不過筆者對其基本面看法有保留，故不建議大家高追矣!
至於大市去向，由於過去數日外圍未見有太多消息，加上港股氣氛仍佳，預期料可順利開「紅盤」；至於後市將要視乎A股復市以及北水重開後之情況，在樂觀預期下，相信大市有機會挑戰30,500點水平。
(筆者為證監會持牌人，並未持有相關股份)
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恆指有望續創52周新高
耀才證券研究部團隊稱，港股假期間外圍股市造好，美股三大指數上周五(12日)齊創新高，投資者繼續憧憬美國國會很快通過紓困方案，市場風險胃納繼續增加，美國10年期國債息率一度高見1.25厘。「黑期」今早(16日)高見30,500點水平，恆指今早有望裂口高開突破2019年高位30,280點阻力，假後恆指可望紅盤高開。環球疫情有舒緩趨勢，疫苗供應前景樂觀，加強市場對今年經濟復甦展望，消息將有利環球股市於首季表現，港股假後有望維持續尋頂之格局。
恆指假後有望再創52周新高，恆指如能於短期後市突破2019年高位30,280點阻力並企穩於上，形態將有利整個中期後市表現，而後市目標將可大幅上移至32,000點關口。不過，恆指於2月份內已累積不少升幅，恆指幾乎是由頭升到尾，本月低位為28,382點，指數於月內已累積超過2,000點以上升幅，故投資者在續看好之餘，亦要留意指數隨時可能出現1月下旬的調整格局。
(筆者為證監會持牌人)~
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