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植耀輝: 美股個別發展 今日焦點泡泡瑪特(09992.HK)
阿思達克 12-11 10:25
耀才證券研究部總監植耀輝稱,美股隔晚(10日)個別發展,刺激方案未能達成共識,加上當地疫情依然嚴峻,投資者亦抱觀望態度,美股三大指僅納指上升,道指及標普則下跌。最終道指下跌69點或0.2%,收報29,999點,標普500指數則微跌4點,收報3,668點,納指則造好,上升66點或0.54%,收報12,405點。

港股方面,恆指繼續炒上落,雖然一度跌破26,300點水平,但很快又出現反彈,最終亦重上26,400點水平收市,僅跌92點,不過成交量只得1,100億元,反映投資者觀望氣氛依然濃厚。事實上,恆指自上月上旬出現突破,並接連衝破25,500點及26,000點後,大市便維持於26,000至27,000點上落,由於市場缺乏利好消息,大市要破關恐怕有相當難度;另一方面,中美關係緊張亦未有為港股帶來太大壓力,因此預期港股仍只會維持上落市格局不變。

今日焦點肯定是新股泡泡瑪特(09992.HK)。其暗盤價升幅便超過一倍,反映在市況缺乏方向下,投資者轉為炒作新股,只是升幅已如此驚人,未有貨投資者實在不建議高追;至於持貨之投資者,則筆者覺得亦宜見好就收,皆因此股現時市值已達千億元矣!所以還是沽貨過一個相當滿足之聖誕吧!

(筆者為證監會持牌人,並未持有相關股份)~

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