金吾财讯 | 恒指周一(11日)收报20426，跌301点或1.45%；大市全日成交2343亿元。国指跌1.4%，报7355；科指收市跌0.4%，报4651。内地上周公布救市措施较市场预期失望，内房股沽压大。万科(02202)10月销售金额跌33%，股价泻6.1%；中海外(00688)挫4.4%；比特币突破8万美元大关，兼再创新高，相关ETF炒上。三星比特币(03135)飙6.6%；道指周一(11日)收市报43988点，升259点或0.59%。44293点，飙304点或0.69%；标指反复上扬0.1%，报6001点；纳指反复微涨0.06%，报19298点；重磅股中，特斯拉(Tesla)股价续抽升9.1%，但苹果公司及Meta股价分别回调1.2%及1.1%，辉达(NVIDIA)滑落1.6%。加密货币“一哥”比特币继周日首度升破8万美元后，周一曾再抽升11.4%，至最高接近8.75万美元，刷新历史纪录，相关股份纷纷炒高，Coinbase、MicroStrategy、Robinhood及RiotPlatforms股价升幅介乎7.4%至25.7%。亚太股市今早(12日)个别走，日经225指数现时报39764点，升231点或0.59%。南韩综合指数现时报2497点，跌33点或1.33%。特朗普胜选带领比特币破高位，建议关注比特币概念股。市场焦点：FA南方以太币(03068)特朗普胜选后，比特币破高位，据币安走势图显示本港时间11日一度高见81746美元历史新高，以太币涨势更强，比特币概念股及ETF全线造好。相信特朗普对虚拟货币的政策有利比特币长远价值，值得关注FA南方以太币(3068)。目标价$19，止蚀价$13.1。(笔者为证监会持牌人士及笔者未持有上述股份)
作者：香港股票分析师协会主席邓声兴博士
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