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植耀辉: 美股观望气氛浓 港股续於28,500点上落
阿思达克 01-15 10:59
耀才证券研究部总监植耀辉称,美股隔晚(14日)表现偏软,疫情加上投资者观望拜登新刺激经济方案计划,同时科技股走势欠佳亦拖累纳指表现。最终道指下跌68点,收报30,991点,标普500指数亦跌14点,收报3,795点,纳指下跌16点,收报13,112点。

值得一提的是,台积电(TSM.US)季绩表现胜预期,刺激股价急升6%,同时因显着增加资本开支,令一众相关股股价显着造好。

至於港股,昨日在科技股做好下曾一度突破28,500点水平,虽然收市前未能企稳,但最终仍收报28,496点,上升261点,成交金额维持2,077亿元。科技股走势强劲,腾讯(00700.HK)、阿里巴巴(09988.HK)及美团(03690.HK)升幅均超过5%,三者为恒指贡献已达到300点,但另一方面,中资金融股走势却较失色,中国平安(02318.HK)下跌1.4%,国寿(02628.HK)亦跌1.8%。至於周二(12日)创新高之友邦(01299.HK),股价亦见回落,但作能守稳100元水平,收报100.7元,下跌近1%。

当然市场气氛依然不俗,特别是科技股继续有资金追捧,只是笔者仍较关注外围情况。短期而言,笔者担心美股可能会有较大波动,虽然拜登即将上任,但其政策及发展方针如何、特朗普又会有何举动,仍会对金融市场带来影响。事实上,今早执笔时美国国防部便公布再有9家公司被列入投资黑名单,当中便包括手机制造商小米(01810.HK),预期今日该股股价会相当波动。加上港股近期升幅又不算少,故可待企稳28,500点始再作部署。

(笔者为证监会持牌人,持有台积电、阿里巴巴及腾讯股份)~

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