植耀辉: 贸易谈判前景仍未明 港股继续乏方向
耀才证券研究部总监植耀辉称,美股上周五(11月29日)因「Black Friday」关系只得半日市,表现亦较偏软,始终投资者关注中美贸易谈判最新进展,然而过去数日未见相关具体消息,而有媒体则报道中美双方官员仍对达成首阶段协议持开放态度;亦有媒体引述美国高官表示,中美达成首阶段贸易协议只差「几毫米」。情况是否如此实在充满不确定性,另外内地预期将於未来一至两个星期内召开经济工作会议,且看能否为市场带来憧憬。
回说港股方面,内地最新公布之11月官方优於市场预期,或会有利今日(12月2日)中港股市表现,只是基於市场变数仍多,恐怕大市气氛短期内难有改善,故即使有所反弹,但预期26,500点已见阻力;同时中美贸易谈判一日未能有共识,恒指亦难出现突破矣。
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