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植耀輝: 科技股造好美股續升 港股維持窄幅上落
耀才證券研究部總監植耀輝稱,美股隔晚延續上日升勢,投資者繼續聚焦晶片法案以及公司季績表現。科技股則繼續有好表現,Netflix季績表現優於預期亦有利投資氣氛。最終道指上升47點,收報31,874點,標普500指數上升23點或0.59%,收報3,959點,納指升幅則達到1.6%,收報11,897點。 港股方面,承接美股隔晚大升支持,恆指高開近300點後升幅一度擴大至450點,並重上21,000點關口。雖然科技股表現搶鏡,但內房表現欠佳加上有關爛尾樓停貸風波又有不利消息傳出,恆指21,000點再度得而復失,收市前升幅進一步收窄,最終恆指收報20,890點,上升229點或1.11%。成交依然較淡靜,全日計只得893億元。 成份股中以創科(00669.HK)表現最佳,升幅達到7.2%,全週計暫累升超過一成;新經濟股亦有不俗表現,ATM升幅介乎1.6%至3%不等。不過內房股沽壓仍明顯,中海外(00688.HK)為跌幅最大藍籌,下跌2.6%,事實上,在昨日下跌之11隻成份股中,表現最差之五隻股份有四隻均與內房有關,反映投資者對內房仍相當有戒心。另外汽車股表現亦欠佳,理想汽車(02015.HK)便大跌7.1%。 雖然美股依然有不俗表現,但港股表現預計仍較反覆。正如早前所指,投資者現時較關注仍是內地爛尾樓停貸風波進展以及本地何時開始正式加息。預期在此觀望氣氛下,恆指暫難有較大憧憬,預期21,000點之上會有較大阻力,下方支持則繼續先留意20,700點。 筆者持有創科股份~
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