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植耀輝:港股短期料兩萬關爭持
耀才證券研究部總監植耀輝稱,新一年先祝願各位心想事成,身體健康。美股在2024年最後一個交易日(12月31日)高開低收,道指微跌不足30點,納指及標普500指數則分別下跌0.9%及0.43%,連跌第四個交易日。全年計,三大指數則有不俗升幅,道指累升逾13%,納指升幅則達到三成,至於標普500指數雖然升幅不及納指,但亦累升達23%。 至於A股走勢方面,雖然假期前表現有所轉弱,不過全年計上綜指仍累升13%,深成指則累升近一成。金融板塊表現理想,四大行A股全年升幅均超過四成,而內地科創板芯片第一股寒武紀年內升幅則達到387%。 港股在2024年最後一個交易日表現靠穩,全日計微升18點,收報20,059點,科指則跌逾0.7%。總結港股全年表現,恆指累升3,012點或17.7%,在連續4年下跌後終可扭轉跌勢;科指亦累升18.7%。今日港股與A股均復市,港股短期走勢仍須觀察A股去向,尤其是近期資金集中炒作中特估及部分科技股;當然亦須關注外圍行情。預期恆指今日或會維持區間上落,於兩萬關附近爭持。 (筆者爲證監會持牌人士)~
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