植耀輝: 科企業績左右美股後市 港股去向還看「北水」
耀才證券研究部總監植耀輝稱,受疫情在歐美等地繼續肆虐下,投資者關注對經濟之影響,美股三大指數上周五均見回落,惟跌幅不大,全周計亦仍錄得升幅,當中又以納指表現最佳,一周計累升4.2%;本周起蘋果公司(AAPL.US)及Tesla(TSLA.US)等大型科企將陸續公布季績,料會對大市有一定啟示,同時聯儲局亦會舉行議息會議,當然亦要留意各國疫情之最新發展。
至於港股走勢,上周五(22日)雖顯著回落近479點,但全周計恆指仍升近3%,年初至今升幅亦達到8%,所以暫時仍難判斷大市是否已見頂,而且雖然「北水」上周五淨流入有所減少,但仍達到93.66億元,而資金亦繼續買入騰訊(00700.HK)等重磅藍籌,所以後市走勢還須看北水部署。不過,正如上文提到,如北水繼續流入,對港股仍會有一定支持,如A股繼續有好表現,相信港股下周仍有力挑戰30,000點水平。
股份方面,則要提一提思摩爾(06969.HK),其股價上周勢如破竹並不斷創新高,一周計升近16%,另一煙草概念股中國波頓(03318.HK)升幅更驚人,達到283%,急升原因是與內地電子煙龍頭霧芯科技於美國上市有關。當然,北水垂青亦是帶動思摩爾股價上升之主要因素,故仍持有之投資者可暫考慮「放紙鳶」,不過基於相關股份升幅實在太驚人,故不建議現水平高追。
(筆者為證監會持牌人,持有騰訊股份)~
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