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植耀辉: 美股反覆低收 恒指继续炒上落
阿思达克 10-22 10:57
耀才证券研究部总监植耀辉称,美股隔晚(21日)走势偏软,共和民主两党就新刺激方案迟迟未能达成共识,利淡投资气氛;另外油价下跌亦影响资源股表现,美股反覆低收。最终道指收报28,210点,下跌97点或0.4%;标普500指数亦下跌7点或0.2%,收报3,435点;纳指则收报11,484点,下跌31点或0.3%。

港股方面,昨日表现相当不俗,不过升幅主要来自药明生物(02269.HK),皆因该股昨日在大行唱好下急升11.6%至225元,并一度创下上市新高233元,同时亦为恒指贡献65点。至於大市表现,恒指早段高开後持续造好,并曾突破24,900点水平,其後升幅收窄,但全日计恒指仍上升184点或0.75%,收报24,754点,成交金额1,095亿元。

虽然大市似出现突破,惟笔者认为大市短期仍难摆脱上落市格局,始终美国大选议题仍是市场焦点,而且下周蚂蚁集团有望进行招股,预期亦会吸引资金关注。相信投资气氛会持续谨慎,恒指亦将於24,000至25,000点一千点区间上落。

股份方面,昨日新经济股呈个别发展,腾讯(00700.HK)及阿里巴巴(09988.HK)变化不大,相反美团(03690.HK)及小米(01810.HK)则造好。当然,蚂蚁集团上市对阿里巴巴股价有相当支持,近日股价冲破300元正正反映此状况,不过股价升到此水平,似乎已开始逐步遇到阻力,反而另一受惠股港交所(00388.HK)股价仍相对落後,加上未来将有更多中概股回归,昨日便又有消息指百度(BIDU.US)有意来港上市,相信现价仍有追落後概念,建议可现价买入,上望400元水平。

(笔者为证监会持牌人,持有阿里巴巴股份)~

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