植耀辉:美股收市再创新高港股29,000点关阻力大
耀才证券研究部总监植耀辉称,美股三大指数隔晚(3日)继续有好表现,并齐创收市新高。当中道指上升179点或0.67%,收报26,966点,标普500指数及纳指则上升0.77%及0.75%,收报2,995点及8,170点。经济数据方面,有「小非农」之称之美国6月ADP就业人数新增10.2万个,逊於市场预期之14万个;另外,美国5月贸易逆差为555亿美元,创五个月新高,亦稍高於市场预期之532亿美元;4月贸易逆差508亿美元修正为512亿美元。
港股方面,昨日维持窄幅上落,上下波幅仅得170点。笔者相信,有关贸易谈判重启的利好消息已初步被市场消化,投资者亦会观望未来贸易谈判进程。不过,就短期而言,恒指似缺乏进一步利好催化剂,因此短期难有突破,另外投资者亦关注本周美国非农数据表现,皆因会对美国联储局减息步伐带来较大之变数。预期恒指暂继续於28,000至29,000点水平上落。
个股则一定要再谈昨日提到之中烟香港(06055.HK),其股价又再大幅波动,一度再升超过四成,但又转跌超过20%。正如昨日指出,「中烟股价或有机会长炒长有,不过这类「接火棒」游戏一向不是笔者『杯茶』,还是留给勇者去挑战吧!」所以虽然股价有所回落,但笔者仍不会建议大家在现水平追货。
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