盘后部署 | 人民币转强北水保持流入 料港股维持区间上落
拜登计划向美国夫人开征资本利得税，短期必定影响美股气氛，加上美股近期已累计不少升幅，道指及标指更屡创新高，或成为较深调整的导火线。港股走势主要跟A股，而近期A股可以看高一线。近期部分大企业季绩表现不错仍见增长；人民币近期重新转强；市场开始习惯内地流动性偏紧。再者，不少基本面良好公司继续跑赢大市，不少已从3月头低位累计逾两成以上升幅，且不少较具质素的高估值公司如科技股、医药股、消费股等出现利好后市的“三底”，上述板块料已见短期底。北水已连续6日录得净流入，反映市场气氛尚可。惟近期科技股仍受反垄断消息影响，未见大幅反弹动力，料恒指维持区间上落，28200点有支持，29400点有阻力，继续维持“炒股不炒市”局面。
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