植耀輝:標普500續創新高 北水支持港股造好
耀才證券研究部總監植耀輝稱,隔晚(19日)美股三大指數變化不大,當中以標普500指數表現較佳,升0.24%至6,144點,再創歷史新高;至於道指及納指則微升0.16%及0.07%。
A股昨日則有不俗表現,上綜指升0.81%,收報3,351點,深成指則升1.46%,收報10,772點,兩市總成交逾1.7萬億元人民幣。機械人概念股造好,不過銀行及煤炭板塊則偏軟。
至於港股昨日受重磅科技股下跌拖累,恆指最多曾跌超過327點或1.43%,不過低位承接力強,此外個別股份如中芯(00981.HK)等續受資金追捧,恆指最終僅跌32點或0.14%,收報22,944點;科指則依然強勢,再升0.6%,收報5,672點,2月以來累升超過20%。大市成交雖有所減少,但依然超過2,625億元。成份股中以蒙牛(02319.HK)表現最佳,升幅超過一成,中芯亦繼續受北水追捧,再升8.4%。另外蘋果(AAPL.US)將於美國時間19/2發表新產品,舜宇(02382.HK)升超過5.4%。另外匯控(00005.HK)及恆生(00011.HK)昨日公佈去年業績,績後股價走勢各異,前者升1.4%,恆生則跌近4%。
由於港股將踏入業績公佈期,加上南下資金依然充裕,兩大因素將左右恆指短期表現。觀乎近期港股維持大漲小回格局,以及低位有較大承接,只要恆指續守穩22,300點以及企穩於250月線(21,750點),相信港股仍有力挑戰23,000點之上水平。
(筆者並未持有相關股份)
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