植耀輝：美股續升 本週焦點科技股季績
阿思達克 11-14 11:48
耀才證券研究部總監植耀輝稱，美股上週五(11日)延續升勢，當中科技股繼續有好表現，納指升幅便達到1.9%，道指及標普500指數亦能保持升勢。全周計，道指上升4.15%，標普累升5.9%，至於納指累升更達到8.1%，爲3月中旬以來表現最佳一週。
港股上週維持理想表現，受美國10月CPI意外低於預期之消息刺激，恆指上週五大升超過1244點，不僅令恆指全周累升超過1,164點或7.2%，亦是連續第二個星期上升，11月累計升幅更達到18%。多隻成份股升幅顯着，當中尤以內房股表現最佳，碧桂園(02007.HK)一週累升達到76.4%，相當誇張。事實上，上週多達19只成份股升幅超過一成，而比亞迪(01211.HK)爲唯一下跌藍籌，惟跌幅亦不足2%。
本週仍有多個重要因素要留意，中美元首今日將於印尼會面，另外騰訊(00700.HK)、阿裏-SW(09988.HK)及京東-SW(09618.HK)等亦會公佈季績，相關事項對後市均有舉足輕重影響。由於恆指短期累升不少，故不排除會有所回調，另外亦要留意美匯指數會否出現反彈，但以恆指現時走勢來看，只要守穩16,000點水平，形勢上仍不差，短期內有望進一收復年內失地，上方反彈目標暫看18,000點水平。
(筆者爲證監會持牌人，並未持有相關股份)
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關注中美領導人會晤以及科網股業績
耀才研究部稱，美匯連續兩日累跌3.8%，創2009年以來最大的兩連跌，支持美股上週五繼續反彈。美國11月密西根大學消費信心指數由前一個月的59.9降至54.7，遜預期，美國10年期國債於3.8釐水準上落，支持納指升近2%。金龍中國指數抽升6.6%，市場對內地經濟復甦有憧憬，各地根據最新出臺的優化防控二十條措施迅速調整防疫措施，炒通關過後，焦點板塊將會爲內房、濠賭以及航空股等對人民幣走勢敏感的板塊。
不過內房上週升幅過大，加上債務問題透明度不高，航空股較有優勢，基於燃油成本回落、預期運力持續復甦、以及股價升幅落後。另一方面，中美領導人今日(14日)於印尼峇裏會晤至少兩小時，加上騰訊(00700.HK)及阿裏-SW(09988.HK)等重磅股本週公佈業績，同樣值得關注
至於技術走勢方面，恆指上週升穿主要阻力50天線，RSI配合達到58的月內高位，下一步有條件修復10月初的下跌裂口，上望17,958點，指數的即市支持將位於11月7日至9日的高位16,700點。
(筆者爲證監會持牌人)~
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