植耀輝: 美股反彈納指升近2% 港股觀望氣氛濃續拉鋸
耀才證券研究部總監植耀輝稱,美股隔晚(14日)有不俗表現,受企業併購消息以及憧憬疫苗研發有新進展,帶動美股上升,當中科技股走勢再度轉強,蘋果公司(AAPL.US)及Tesla(TSLA.US)便分別上升3%及12.58%。道指最終上升1.18%,收中報27,993點,盤中一度重上28,000點;至於標普500指數及納指則分別上升1.27%及1.87%,收報3,383點及11,056點。
至於港股,昨日在騰訊(00700.HK)及電訊股造好下上升136點,恆指最終亦收報24,640點,不過成交量不足1,000億元,反映投資者入市意欲不大。而且單是騰訊便貢獻恆指升幅63點,幾近全日升幅之一半;事實上,騰訊急升最大原因仍是北水,昨日淨買入金額達到23.46億元,這或與騰訊上周舉行之「騰訊全球數字生態大會」有關。
由於大市依然未有利好消息,故短期內港股仍只會於24,500點附近上落,而且科技股走勢仍會較反覆,故只建議持貨者繼續持有。另外,於小米(01810.HK)於收市後有股東宣布減持消息,集團副董事長林斌以每股介乎22.55港元至22.85港元,出售3.5億股小米B類股份,套現近10億美元。雖然折讓幅度不大,但相關消息或多或少會對今日小米股價帶來一定壓力。加上筆者對小米印度市場發展仍有所擔憂,故暫仍不建議投資者今日撈底。
(筆者為證監會持牌人,並未持有相關股份)~
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