耀才團隊: 科技股反彈 留意騰訊(00700.HK)季績
耀才研究部稱,隔晚(11日)美股三大指數個別發展,道指早段續漲172點,全日高見29,593點,收市輕微倒跌23點或0.1%;標指及納指則分別反彈0.8%及2%,其中蘋果為表現最強的道指成份股;歐洲指數同樣全線向上。市場仍然維持樂觀氣氛,但有聯儲局官員提醒市場不要對疫苗過度憧憬,紐約期油曾飆4.1%,收市升0.2%;布油升0.4%。隔晚港股ADR反彈285點收報26511點,受政策影響的阿里(09988.HK)公布,天貓雙11購物節總成交額為4982億元人民幣,按年升85%,ADS反彈6%;騰訊(00700.HK)ADR反彈3%,公司將於今日收市後公布季績,市場預計經調整利潤將按年升28%。
從技術上看,恆指進一步創近月高位24,674點,目前較關鍵的阻力位上移至7月7日高位26,782點,料恆指短期之波幅區間將會在25,800點至26,800點。自美國總統大選後,環球市場氣氛樂觀,但恆指於11月份的首六個交易日已累升近2,000點或約8%,並且遺留下多個上升裂口,故高位技術調整壓力亦不容忽視。
(筆者為證監會持牌人)~
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