植耀辉: 科企业绩左右美股後市 港股去向还看「北水」
耀才证券研究部总监植耀辉称,受疫情在欧美等地继续肆虐下,投资者关注对经济之影响,美股三大指数上周五均见回落,惟跌幅不大,全周计亦仍录得升幅,当中又以纳指表现最佳,一周计累升4.2%;本周起苹果公司(AAPL.US)及Tesla(TSLA.US)等大型科企将陆续公布季绩,料会对大市有一定启示,同时联储局亦会举行议息会议,当然亦要留意各国疫情之最新发展。
至於港股走势,上周五(22日)虽显着回落近479点,但全周计恒指仍升近3%,年初至今升幅亦达到8%,所以暂时仍难判断大市是否已见顶,而且虽然「北水」上周五净流入有所减少,但仍达到93.66亿元,而资金亦继续买入腾讯(00700.HK)等重磅蓝筹,所以後市走势还须看北水部署。不过,正如上文提到,如北水继续流入,对港股仍会有一定支持,如A股继续有好表现,相信港股下周仍有力挑战30,000点水平。
股份方面,则要提一提思摩尔(06969.HK),其股价上周势如破竹并不断创新高,一周计升近16%,另一烟草概念股中国波顿(03318.HK)升幅更惊人,达到283%,急升原因是与内地电子烟龙头雾芯科技於美国上市有关。当然,北水垂青亦是带动思摩尔股价上升之主要因素,故仍持有之投资者可暂考虑「放纸鸢」,不过基於相关股份升幅实在太惊人,故不建议现水平高追。
(笔者为证监会持牌人,持有腾讯股份)~
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