植耀輝: 科技股造好美股續強 港股「虎頭蛇尾」續拉鋸
耀才證券研究部總監植耀輝稱,隔晚(3日)美股在今年首個交易日表現理想,雖然一度由升轉跌,但金融股及科技股表現理想,當中蘋果公司更成為首家市值突破3萬億美元之上市公司。雖然道指上升246點或0.68%,收報36,585點,標普500指數亦升30點或0.64%,收報4,796點,納指升幅更佳,上升187點或1.2%,收報15,832點。
至於港股,首個交易日表現反覆偏軟。早段一度升破23,600點,但隨著科技股由高位回落,港股亦很快由升轉跌,其後跌幅一度擴至超過200點。雖然尾市跌幅有所收窄,但全日計恆指仍下跌122點或0.53%,收報23,274點。在缺乏北水下,大市成交金額不足700億元。
雖然今日北水回歸,但港股能否出現反彈,科技股表現仍是一大關鍵。畢竟板塊去向對恆指有舉足輕重影響,因此不妨留意今日北水去向。預期港股將繼續於23,000至23,500點水平上落。另外雖然昨日市況欠佳,但個別板塊如新能源相關股表現不俗,可繼續候低吸納作中線持有。
個股方面,半新股商湯-W(00020.HK)自上市後表現強勁,以昨日收市價7.75元計,累積升幅超過一倍。無可否認,商湯挾著AI芯片概念,加上於內地擴為人所熟悉,令其股價備受投資者追捧,惟基於股價已大幅抽升,加上雖然業務發展有相當憧憬,惟因研發開支持續急增,短期內扭虧的機會不高,不排除股價短期會出現調整,故現階段不建議投資者現水平追貨。
(筆者為證監會持牌人,並未持有相關股份)
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本年初將繼續維持炒股不炒市的策略
耀才研究部稱,隔晚(3日)美股先低後高,道指與標指齊創新高,納指表現最好升1%。科網股成日內焦點,蘋果公司(AAPL.US)股價曾破頂漲2.99%,高見182.88美元,成為全球首間市值一度突破3萬億美元的公司;Tesla(TSLA.US)去年第四季電動車付運量破頂,好過市場預期,股價抽升14%,收報1199.78美元。美聯儲將公布議息紀要,市場預計當局將於年中啟動加息步伐,國債市場出現拋售潮,美國10年期債息抽高12.7基點高見1.64厘,而2年期和5年期國債息亦升至2020年3月以來的最高水準。中國今日將公布財新PMI,市場預計資料將重返50水平,留意資料能否為市場帶來驚喜。港股於本年度第一個交易日先高後低,生物科技以及科網股表現偏弱,不過發電類股份則持續向上,本年初將繼續維持炒股不炒市的策略。
技術走勢來看,恆指上周反彈黃金比率0.5的目標23,500點止步回落,反彈力度有限,成交量于反彈時亦未有配合,恆指需站穩20天線才能終止中期弱勢。
(筆者為證監會持牌人)~
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