植耀輝: 疫情衝擊美股續捱沽 港股看22,500點支持
耀才證券研究部總監植耀輝稱,投資者繼續關注疫情消息,受到當地感染人數大幅攀升,隔晚(4月1日)美國三大指數再度急挫,道指大跌973點或4.44%,收報20,943點;標普500指數則跌114點或4.41%,收報2,470點;納指亦跌339點或4.41%,收報7,360點。截至執筆一刻為止,美國感染人數已突破20萬,全球感染人數亦已超過92萬。對經濟以至民生的衝擊實在難以估算。
港股在踏入第二季後首個交易日表現疲弱,外圍疫情狀況極不明朗,加上匯豐控股(00005.HK)及渣打集團(02888.HK)突然宣布停止派發股息,令金融股顯著受壓,事實上,單是一隻匯控,已令恆指大跌210點!當然,午市後道期又再急跌,令恆指跌勢進一步加劇。但無可否認,困擾市場兩大因素,包括疫情持續蔓延以及經濟衰退陰霾,未來一段時間仍會影響大市去向。至於恆指短期表現,暫且看22,500點是否能有支持。
(筆者為證監會持牌人,並未持有相關股份)~
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