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植耀輝: 美股續有好表現 缺北水港股料窄幅上落
阿思達克 02-09 10:42
耀才證券研究部總監植耀輝稱,美股隔晚(8日)繼續有好表現,在憧憬新一輪刺激經濟措施出台,利好市場氣氛,資源股及晶片股表現尤其突出,結果道指上升237點或0.76%,收報31,385點,標普500指數及納指則分別上升0.74%及0.95%,收報3,915點及13,987點。

港股昨日表現反覆,開市高開超過340點,其後升勢更進一步擴至418點,突破29,700點水平,不過升勢未能持續,升幅亦一度收窄至只得5點,最終亦以接近全日最低位收市,收報29,319點,僅上升30點。大市總成交金額回落至1,858億元。

由於今日(9日)起港股通將暫停,意味未來一段時間,港股將缺乏北水支持。不過筆者暫不太擔心相關情況,除非外圍市況走勢轉差,否則恆指將繼續維持拉鋸格局,於28,800至29,500點水平上落。

至於股份方面,部分北水當炒股如思摩爾(06969.HK)及農夫山泉(09633.HK)表現稍差,或與北水出現淨流出有關,不過部分細價股則見異動,首二十大升幅股份最少升幅亦達34%。似乎市場有轉炒細價股的傾向,然而該類股份波動性甚大,而且個別亦缺乏基本因素支持,故不建議大家胡亂追入矣!

(筆者為證監會持牌人,並未持有相關股份)

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北水暫停 港股整固氣氛將會漸濃

耀才證券研究部團隊稱,隔晚(8日)美股三大指數造好,美股主要三大指數均創下歷史新高及收市新高,Tesla(TSLA.US)宣布已購買約15億美元比特幣,消息刺激比特幣創新高。港股ADR靠穩,「黑期」預示恆指今早(9日)先行高開100點左近。北水今日起暫停,於春節假期後初七啟市,料短期後市大市成交金額將會回落,港股或維持高位窄幅上落格局。另外,恆指公司宣布快手(01024.HK)符合快速納入規則要求,將會獲快速納入恆生綜合指數、國企指數、科技指數,以及互聯網科技業指數,今個月23日起生效。留意股價於短期後市之表現。

恆指至今仍處於10天及20天線之上整固,昨日的高位29,706點將會為短期後市的首個阻力位,而只要恆指未有跌穿2月1日低位28,382點,指數於整固過後仍有望再向上試高位。

(筆者為證監會持牌人)~

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