耀才團隊: 新舊經濟股或繼續輪動炒作
耀才證券研究部團隊稱,隔晚(23日)美股造好,道指升327點或1.1%收報29591點,疫苗再傳出利好消息,牛津大學與英國藥廠阿斯利康合作研發的新冠疫苗防護率最高可達90%,目前已經最少有3隻疫苗出現正面的臨床試驗結果。此外,輝瑞(PFE.US)和BioNTech(BNTX.US)的新冠疫苗可能相對較快推出,消息令市場對經濟前景信心增加,舊經濟股再度受資金追捧,而科技股則普遍回落,限制納指僅微升0.2%。港股ADR個別發展,ATM跟隨納指回軟,「黑期」亦預示指數今早變動不大,新舊經濟股或繼續輪動炒作。
市場關注小米(01810.HK)今日公布的第三季業績;另外,隔晚美股科技股雖然普遍回落,但中概股新能源汽車仍然熱炒,TESLA(TSLA.US)升6.6%;小鵬汽車(XPEV.US)急升34%;理想汽車(LI.US)升一成四;蔚來(NIO.US)升12.5%,均創新高。
從技術上看,恆指至今仍未有跌穿10天線之支持,指數於月內仍有望續創新高,目前較關鍵的阻力仍是7月7日高位26,782點,只要恆指於本周續企穩10天線之上,指數仍有很大可能挑戰上述阻力位。
(筆者為證監會持牌人)~
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