植耀輝: 加密貨幣續成焦點 A股勢強短期利港股
耀才證券研究部總監植耀輝稱,又是加密貨幣。「五窮月」港股表現並不算窮,經昨日(25日)大升,恆指五月暫累升185點。相比之下,加密貨幣更似中此魔咒,執筆時Bitcoin累計跌幅超過三成,狗狗幣雖仍有超過7%升幅,但如以月內高位計則累跌近五成。筆者重申並不懂得如何分析加密貨幣,但Elon Musk連番「口術」以及以內地為首之監管機構陸續出手以嚴控金融風險,則可以視為對加密貨幣之一大利淡信號。有趣的是,原來連印度神童也有評論過Bitcoin投資價格,他更化身投資專家,評論不少投資工具。讀者可自行上網搜查相關資料,筆者只覺得當一樣東西人人也會高談闊論時,反映此產品已深入民心,同時亦可能是過熱之先兆。至於是否已見頂,年底再跟大家一齊見證。
至於大市方面,受A股大幅造好,以及騰訊(00700.HK)為首之一眾股份抽升下,恆指最多曾升超過500點,高見28,929點,最終亦收報28,910點,上升498點,成交金額1,678.7億元。值得一提的是,昨日北上資金淨流入達217.23億元創新高,加上人民幣匯價轉強,令A股各指數有好表現。上綜指升2.4%,高見3,581點,深成指亦升2.34%,收報14,846點。兩市總成交突破一萬億元人民幣。若A股能繼續維持強勢,則港股有望受惠,短期暫以29,300至29,400點,亦即前高位作本輪上望目標。
(筆者為證監會持牌人,持有騰訊股份)
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人民幣匯率走強支持中港股市造好
耀才研究部稱,隔晚(25日)美股三大指數反覆向下,但跌幅輕微。美國國債孳息率持續回落,但市場仍然注視美國將於星期五公佈的個人消費開支物價數字,以評估通脹狀況,入市態度較為審慎,令美股反覆下跌。在美國買賣的主要港股預託證券(ADR)價格,與港股收市價比較普遍下跌。
值得一提的是,昨日北上資金淨流入達217.23億元人民幣創新高,加上人民幣匯價轉強,令A股各指數有好表現。今早「黑期」升至兩萬九以上水準。若A股能繼續維持強勢,則港股有望受惠,短期暫以29,300至29,400點,亦即前高位作本輪上望目標。
焦點股份方面,小米(01810.HK)公佈,美國哥倫比亞特區地方法院頒發最終判決,解除美國國防部對於小米「中國軍方公司」的認定,正式撤銷美國投資者購買或持有本公司證券的全部限制。另外,小米將於今日公佈首季業績。
(筆者為證監會持牌人)~
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