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耀才團隊: 大型科企表現仍是市場焦點
阿思達克 08-24 11:28
耀才證券研究部團隊稱,上周五(21日)美股三大指數造好,市場關注美國總統大選消息及新一輪抗疫紓困消息,標普500及納指再創交易時段的歷史新高。「黑期」今早變動不大,騰訊(00700.HK)表現將是焦點,外電報道美國政府考慮美企可繼續在中國使用微信,消息帶動騰訊在美預託證券急升至542港元,較香港上周五收市價高4%。另外,美團(03690.HK)業績遠勝市場預期,大行普遍調升美團目標價,投資者可同時留意北水今早會否繼續買入刺激股價屢創新高。

從技術上看,恆指上周五重上25,000點關口,完全收復周四的跌幅。短線而言,指數仍是上落待變之格局,而本周五為即月期指結算,一日恆指仍徘徊於100天及250天線之間,即24,500點至25,800點內,後市仍缺乏明確方向。

(筆者為證監會持牌人)~

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