植耀辉: 贸谈消息支持美股造好 港股继续区间上落
耀才证券研究部总监植耀辉称,美股上周五(22日)受到投资者重燃对中美贸易谈判之乐观预期上扬,道指最多上升132点,收市则报27,875点,上升109点或0.4%。标普500指数则升6点或0.2%,收报3,110点;纳指则微升13点或0.2%,收报8,519点。总结全周美股表现,道指结束四周升市,累跌近0.5%,至於纳指及标普500指数亦分别结束连续七周及六周升势。
港股上周续出现反覆拉锯格局,於26,500点水平上落。由於中美贸易谈判变数依然存在,而且本周双方会面的可能性似乎不高,恐怕又会为大市增添阴霾矣!预期本周另一重大焦点肯定是阿里(09988.HK)上市,不过正如笔者上周已指出,基於今次阿里属第二上市,因此美国ADS与普通股股价将存在关连性,除非中概股短期内有较大炒作空间,否则阿里首日登场股价难有可观升幅,但长远发展仍可看高一线。另外,本周四为美国感恩节假期,个别出口股如创科(00669.HK)及伟易达(00303.HK)等短期表现或可看高一线。
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