植耀輝: 美股續升科技股強勢 港股有望回勇
耀才證券研究部總監植耀輝稱,美股隔晚(7日)繼續有好表現,道指上升近500點,升幅達到1.4%,納指升幅更大,超過3%,科技巨企均有可觀升幅,當中晶片股表現更出色;至於標普500指數亦升95點或2.07%,收報4,686點。
港股方面,昨日在阿里巴巴(09988.HK)出現報復式反彈,加上騰訊(00700.HK)及美團(03690.HK)亦有可觀升幅,以及金融股造好下,恆指大升634點或2.72%,收報23,983點,周一(6日)見新低之科指亦大幅反彈4.2%,成交金額約1,534.5億元。「ATM」主導大市升勢,當中阿里大升12.2%,騰訊及美團則分別上升3.6%及5.8%,三者已為恆指貢獻達到366點,佔了大市升幅超過一半;另外近期強勢之港交所(00388.HK)繼續急升,收報472.8元,上升16.8元或3.7%。
事實上,昨日成份股僅得9隻股份下跌,整體表現似有所改善。但是否已轉勢仍言之尚早,畢竟大市本身仍受制多個消息,昨日能有好表現,主要是納指回勇所致,但美股走勢預期仍會相當反覆,相信恆指再逼近24,400點附近會有相當大阻力。
(筆者為證監會持牌人,並未持有相關股份)
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恆指黃金反彈0.382的目標將為24,144點
耀才研究部稱,隔晚(7日)美股三大指數連彈兩天,美國國會兩黨領袖就提高債務上限達成協議,加上有醫學顧問指Omicron傳播力強但症狀輕微,支持市況氣氛;憧憬蘋果公司(AAPL.US)受惠於虛擬現實和自動駕駛等新產品類別,多間大行上調目標價,提振股價創新高;納指亦升3%,單日升幅是3月以來最佳,指數中表現最突出。代表中概股的金龍中國指數第二日升3%以上,本港科網股將有條件跟隨造好。市場繼續聚焦內房板塊,標普稱恆大(03333.HK)違約看起來「不可避免」,同時融創(01918.HK)以及奧園(03883.HK)11月份合約銷售均按年跌逾一成,投資者應避免過度進取博反彈。
從技術走勢上,指數暫時成功守住23,500點,以11月16日高位25746點至11月30日低點23,175點起計,恆指黃金反彈0.382的比例將為24,144點。
(筆者為證監會持牌人)~
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