植耀輝: 美股反覆靠穩 港股24,000點支持大
耀才證券研究部總監植耀輝稱,美股隔晚(15日)表現反覆,新一輪刺激方案仍未達成共識,加上疫情又再出現反彈,美股在開市早段一度急挫,道指便一度大跌超過300點。其後跌幅逐漸收窄,最終道指收市僅跌19點或不足0.1%,收報28,494點,標普500指數下跌5點或不足0.2%,收報3,483點;納指則跌54點或近0.5%,收報11,713點。
港股昨日在科股拖累下急跌508點,低見24,158點,成交量急增至1,305.4億元。事實上,50隻成份股中只得申洲國際(02313.HK)錄得升幅,其餘48隻股份中平保(02318.HK)無升跌,其餘48隻則全數下跌,當中以阿里(09988.HK)跌幅最大,達4.3%,騰訊(00700.HK)及友邦(01299.HK)亦分別下跌3.75%及3.7%。單計三者已拖累恆指大跌262點。
對於後市短期表現,仍要視乎美股行情,皆因大選形勢仍未算明朗化,亦會加劇美股波動性,美股在選舉之前,恐怕又會再度變得反覆。港股亦肯定會受到拖累矣!預期港股將繼續維持反覆格局,宜先留意24,000點之支持位能否守穩。
亦要談談科技股最新部署。昨日之急跌,某程度上是受到納指期貨下跌所拖累,不過個別股份亦有負面消息,例如阿里巴巴旗下螞蟻集團或會遭美列入黑名單,恐會影響早前之上市部署等。不過科技股近期累積頗大升幅確是不爭之事實,故跟隨美股回落亦屬正常。只是由於擔心美股將有較大波動,故暫建議大家繼續保持觀望會較佳。
(筆者為證監會持牌人,持有阿里巴巴股份)~
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