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植耀辉: 加密货币续成焦点 A股势强短期利港股
阿思达克 05-26 10:15
耀才证券研究部总监植耀辉称,又是加密货币。「五穷月」港股表现并不算穷,经昨日(25日)大升,恒指五月暂累升185点。相比之下,加密货币更似中此魔咒,执笔时Bitcoin累计跌幅超过三成,狗狗币虽仍有超过7%升幅,但如以月内高位计则累跌近五成。笔者重申并不懂得如何分析加密货币,但Elon Musk连番「口术」以及以内地为首之监管机构陆续出手以严控金融风险,则可以视为对加密货币之一大利淡信号。有趣的是,原来连印度神童也有评论过Bitcoin投资价格,他更化身投资专家,评论不少投资工具。读者可自行上网搜查相关资料,笔者只觉得当一样东西人人也会高谈阔论时,反映此产品已深入民心,同时亦可能是过热之先兆。至於是否已见顶,年底再跟大家一齐见证。

至於大市方面,受A股大幅造好,以及腾讯(00700.HK)为首之一众股份抽升下,恒指最多曾升超过500点,高见28,929点,最终亦收报28,910点,上升498点,成交金额1,678.7亿元。值得一提的是,昨日北上资金净流入达217.23亿元创新高,加上人民币汇价转强,令A股各指数有好表现。上综指升2.4%,高见3,581点,深成指亦升2.34%,收报14,846点。两市总成交突破一万亿元人民币。若A股能继续维持强势,则港股有望受惠,短期暂以29,300至29,400点,亦即前高位作本轮上望目标。

(笔者为证监会持牌人,持有腾讯股份)

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人民币汇率走强支持中港股市造好

耀才研究部称,隔晚(25日)美股三大指数反覆向下,但跌幅轻微。美国国债孳息率持续回落,但市场仍然注视美国将於星期五公布的个人消费开支物价数字,以评估通胀状况,入市态度较为审慎,令美股反覆下跌。在美国买卖的主要港股预托证券(ADR)价格,与港股收市价比较普遍下跌。

值得一提的是,昨日北上资金净流入达217.23亿元人民币创新高,加上人民币汇价转强,令A股各指数有好表现。今早「黑期」升至两万九以上水准。若A股能继续维持强势,则港股有望受惠,短期暂以29,300至29,400点,亦即前高位作本轮上望目标。

焦点股份方面,小米(01810.HK)公布,美国哥伦比亚特区地方法院颁发最终判决,解除美国国防部对於小米「中国军方公司」的认定,正式撤销美国投资者购买或持有本公司证券的全部限制。另外,小米将於今日公布首季业绩。

(笔者为证监会持牌人)~

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