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植耀辉: 就业数据强劲美股扬 港股成交足利突破
阿思达克 07-03 11:15
耀才证券研究部总监植耀辉称,美股隔晚造好,受强劲就业数据支持,美股甫开市已急升,道指升幅更一度超过400点,虽然升势其後有所回顺,但三大指数收市仍录得升幅,当中道指上升升92点或0.4%,收报25,827点,标普500指数及纳指则分别收报3,130点及10,207点,上升14点及53点。

经济数据方面,美国劳工部公布,6月非农新增职位增加480万个,较市场预期增加300万为佳;失业率11.1%,亦较预期之12.3%理想。不过,随着多个州份恢复防疫限制措施,暂缓或取消重启经济活动,或会令就业情况再度转差。

港股在下半年首个交易日表现理想,在几乎所有蓝筹皆升的情况下,恒指大升697点或2.85%,收报25,124点,成交金额急升至1,759亿元。港股能有如此表现,北水可说居功至伟,单沪深港通成交量便达到369.81亿元,占总成交量达21%,同时资金继续追捧个别强势股份,当中腾讯(00700)便录得净买入资金12.01亿元,港交所(00388)亦录得超过6亿元净买入。在北水依然踊跃的情况下,预期相关股份走势或仍会走强,持货者不妨继续持有。

至於恒指短期表现,走势上续见强势,毕竟昨日A股市场亦见有好表现,对港股亦正面,尤其是在大成交下突破25,000点水平,不过始终後市仍存有变数,特别是中美关系时好时坏,对港股亦会有一定启示,预期港股短线暂於25,000点水平争持,上方目标暂先看25,300点。

笔者并未持有相关股份~

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