植耀輝: 利好氣氛推動美股續揚 港股拉鋸格局未變
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,受惠基建法案獲通過,加上經濟數據理想,以及向來自33國已接種過疫苗之旅客開放,在樂觀氣氛支持下,美股繼續破頂,道指上升104點或0.3%,收報36,432點,納指及標普則分別微升,但仍續創新高。
至於港股則延續近期弱勢,再跌106點,當中ATM走勢偏軟,藥股則成為跌市重災區,藥明生物(02269.HK)便大跌近一成。另外,受輝瑞(PFE.US)開發新疫苗消息刺激,旅遊及零售等開關概念股造好,內地三大航空股升幅便介乎5%至8%。值得一提的是新秀麗(01910.HK),股價急升達14%。
港股過去10個交易日僅得一個交易日上升,11月累計至今下跌613點或2.4%。由於整體市況仍弱,加上仍存在相當多變數,包括恆大(03333.HK)又再傳出美元債到期未付利息之消息,投資者亦繼續觀望企業季績表現,以及中美經濟數據表現,相當拉鋸格局暫維持不變,預期恆指將繼續於24,600點至25,300點水平上落。
(筆者為證監會持牌人,並未持有相關股份)
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教育股有望先行跑出
耀才研究部稱,隔晚(8日)美股三大指數再創收市新高,道指連升第二日;標指連升第八日;納指連升第十一日;有聯儲官員預計,美國今年第四季經濟增速將恢復,2022年GDP增長將超過4%,支持油價向上;金龍中國指數創一周以來最大升幅,有指內地計劃發放十多個牌照,允許企業在非營利性基礎上提供校外輔導,帶動在美教育股走強,有望同樣提振本港之教育板塊。市監總局於「雙十一」期間,向全國互聯網平台指示禁止「先提價後打折」、虛構原價、不履行價格承諾等違法方式開展促銷,留意雙十一後各電商的銷售狀況。
從技術走勢上,恆指於周二(9日)已下試即市支持24,600點,目前10天線亦開始跌穿50天線,短期沽壓較大,恆指守要目標為守住9月小雙底的頸線位置即24,600點。
(筆者為證監會持牌人)~
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