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《港股》恆指半日升94點港交所續漲商湯彈一成 @ 2024-04-25T16: Back Hot News
Keyword:港股 恆指
Concept:港股恆指
恆指彈287點 科技股房托湧上 中證監五招奏效 針對港股不足
恆指連升3天累計進賬977點(6%),相隔約兩周再攀上萬七關,兼重返去年11月高位。大行料人民幣貶值將推動內地資金經「港股通」進一步南下,加上中證監上周五公布擬擴大「港股通」交易范圍,亦有助刺激北水淨流入;北水在過去兩個月間大舉買貨,累計淨購入接近1560億元。
受重磅科技股發威帶動,港股昨彈317點(1.9%),連升兩日累漲604點(3.7%),且一口氣收復多條平均線,恆指與國指成為亞太區內表現最佳指數。大行近期對中港股市評價有所改善,瑞銀把中港股市評級由「中性」升至「增持」,相信內地消費正處於初期復蘇,利好企業盈利;高盛認為內地之前發布的新「國九條」,重振了A股獲估值重估的希望。
沈大師去年預測恆指今年將會升至40,000點,惟強調這是最樂觀的預測,該預測是建基於中國經濟持續復蘇及美國經濟崩潰。對於農歷新年前後的2月份港股表現,大師暫看18,000點。
椽盛資本投資總監曾永堅表示,中證監上周五的支持政策利好港股氣氛,導致有平倉回補,以及港股估值低,吸引資金流入,加上近期內地經濟數據並沒有市場預期中失色,因此港股周一高開高走。他續指,從技術性走勢而言,恆指萬六關有重大支持,至於後市能否突破17000點至17200阻力位,要觀望外資是否有明顯流入港股的信號。

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