植耀輝: 科技股造好美股續揚 港股24,000點關口爭持
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,當中納指走勢理想,蘋果公司(AAPL.US)股價續創新高,市值達到2.87萬億美元;另外,投資者對新變種病毒omicron之擔憂降溫,加上輝瑞(PFE.US)及BNT(BNTX.US)初步公佈之實驗數據顯示,打三劑疫苗能有效對抗Omicron變種病毒,消息亦帶動航空及郵輪股股價造好。最終道指微升35點,收報35,754點,標普500指數亦升14點或0.3%,收報4,701點,納指升幅則達到100點或0.64%,收報15,786點。
港股方面,昨日維持拉鋸格局,高開107點後已是接近全日高位,其後反覆於24,000點關口徘徊,最終收報23,996點,微升13點,成交則縮減至1,161.2億元。成份股中以李寧(02331.HK)表現最佳,上升5.4%,其次爲早前累跌不少之藥明生物(02269.HK),反而週二大升之阿裏巴巴(09988.HK)有所回吐,下跌4.7%,連帶阿裏健康(00241.HK)亦跌2.2%。
至於短期走勢方面,由於科技股走勢仍未見太大起色,在缺乏進一步利好消息支持下,相信港股暫會繼續於24,000點上落。另外,今日內地將公佈CPI及PPI數據,數據將反映內地通脹最新表現,相信對市況亦會有一定啓示。
(筆者爲證監會持牌人,並未持有相關股份)
************
疫情憂慮放緩 恆指有條件彈至24,433點
耀才研究部稱,美股連升三天,隔晚(8日)標普500指數收報4,701點,升14點或0.31%,迫近11月18日所創的4,704點收市新高,科技股表現繼續走強,蘋果公司(AAPL.US)要求供應商加快生產旗下手機iPhone,股價再創新高。金龍中國指數第三日向上,升1%。新能源車板塊造好,中國11月份新能源汽車銷量飆升,按年升122.3%,環比增19.8%。
內地今日將公佈通脹數據CPI,市坋預期進一步上升至2.5%,PPI則有所放緩至12.1%。本港科網股反彈後個別發展,目前大市仍處於10天線進行整固階段,疫情的憂慮緩和之下指數有條件繼續進行技術性反彈。騰盛博藥-B(02137.HK)新冠病毒治療藥獲批註冊申請,這是中國首家獲批的自主知識產權新冠病毒中和抗體聯合治療藥物。
從技術走勢上,指數暫時成功守住23,500點,以11月16日高位25,746點至11月30日低點23,175點起計,恆指黃金反彈0.5的目標將爲24,433點。
(筆者爲證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.