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耀才團隊: 「恆生科技指數」推出將帶動科網股走強
阿思達克 07-21 10:31
耀才證券研究部團隊稱,隔晚(20日)美股三大指數上揚,美國政府正討論新一輪刺激計劃,預料額度將再達一萬億美元,加上藥企AstraZeneca研發的新冠肺炎疫苗有正面進展,均利好市場氣氛,道指先跌後回穩。IBM上季業績勝預期,當中雲業務受疫情帶動造好,市場憧憬本周業績表現,科技股表現強勢,納指抽升2.5%。港股ADR反彈逾200點,受外圍股市帶動科網及新經濟股將有較強反彈,除此之外,阿里巴巴(09988.HK)的皇牌業務螞蟻集團將以「A+H」形式在上海科創板及港交所(00388.HK)同步上市,估值達2,000億美元,連同恆指公司昨日推出包含三十隻大型科網股的「恆生科技指數」,相關股份連同港交所將有所炒作。

從技術上看,恆指上周五(17日)略作反彈,但仍未能重上20天線,整個向下調整趨勢仍未有扭轉。如恆指於短期後市未能作出較明顯之反彈轉勢,則憂慮指數仍有可能再向下尋低位,一旦指數再跌穿上周四低位24,919點,其時較重要的防守據點將退至本月低位24,563點。

(筆者為證監會持牌人)~

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