植耀輝: 刺激措施憧憬美股揚 港股續看27,000點關口
耀才證券研究部總監植耀輝稱,雖然11月非農就業數據遜預期,然而投資者認為此舉更有利兩黨就紓困措施出台達成共識,結果美股因此而受到追捧,三大指數均錄得升幅,道指亦企穩30,000點之上收市,收報30,218點,上升248點或0.8%,標普500指數及納指亦分別上升0.88%及0.7%,收報3,699點及12,464點。全周計,道指累升1%,標普500指數累升1.7%,納指則升2.2%,同時亦是連續第四個星期上升。
雖然美股繼續造好,惟亦須留意回調壓力,皆因投資者似乎熱衷於紓困措施之出台,而忽視估值及累升不少等因素。
回說港股,上周表現靠穩,匯控(00005.HK)繼續支持恆指表現,科技股走勢則較反覆。當然,恆指亦再逼近早前27,000點阻力,能否突破還要視乎中美股市情況。但另一方面,美國總統特朗普會否在明年1月卸任前有更多針對中國企業之行動亦值得留意,皆因此舉對投資氣氛有一定影響。預期在觀望氣氛下,恆指將繼續於26,000至27,200點水平維持爭持格局。
(筆者為證監會持牌人,並未持有相關股份)~
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