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植耀輝: 利好消息帶動美股揚 港股焦點小米(01810.HK)季績
阿思達克 11-24 11:41
耀才證券研究部總監植耀輝稱,美股隔晚(23日)有不俗表現,疫苗研發繼續有正面消息,阿斯利康宣布新冠疫苗最高有效性可達到90%,刺激美股高開,航空及郵輪反彈,道指成份股亦普遍造好;至尾市外媒引述消息人士證實,拜登已提名前聯儲局主席耶倫出任財政部長,消息利好市場氣氛。最終道指上升327點或1.12%,收報29,591點,標普500指數亦升20點或0.56%,收報3,577點。納指升幅較少,但亦升0.2%,收報11,880點。

至於港股昨日依然未見明確方向,雖然舊經濟股受疫情出現「第四波爆發」而下跌,不過新經濟股如阿里(09988.HK)及小米(01810.HK)又有不俗表現,令恆指收市仍能錄得升幅。只是近期大市每逢上試26,500點之上均未能企穩,似乎在未有進一步利好消息之前,恆指仍只會維持窄幅上落。

當然今日焦點之一必然是小米業績。自上周四起其股價出現顯著升幅之餘,股價更創上市新高,其中北水便連續三個交易日出現明顯淨買入情況。是否炒作季績有好表現不得而知,只是升勢如此急勁,同時筆者對其第三季業績有一定保留,特別是印度市場表現將會是投資者所關注之重點之一。所以除非業績有驚喜,否則雖然股價近日造好,惟如今日股價未能再出現突破,建議還是先行減一減磅獲利會較適合。

(筆者為證監會持牌人,持有阿里巴巴股份)~

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