植耀輝: 就業數據強勁美股揚 港股成交足利突破
耀才證券研究部總監植耀輝稱,美股隔晚造好,受強勁就業數據支持,美股甫開市已急升,道指升幅更一度超過400點,雖然升勢其後有所回順,但三大指數收市仍錄得升幅,當中道指上升升92點或0.4%,收報25,827點,標普500指數及納指則分別收報3,130點及10,207點,上升14點及53點。
經濟數據方面,美國勞工部公布,6月非農新增職位增加480萬個,較市場預期增加300萬為佳;失業率11.1%,亦較預期之12.3%理想。不過,隨著多個州份恢復防疫限制措施,暫緩或取消重啟經濟活動,或會令就業情況再度轉差。
港股在下半年首個交易日表現理想,在幾乎所有藍籌皆升的情況下,恆指大升697點或2.85%,收報25,124點,成交金額急升至1,759億元。港股能有如此表現,北水可說居功至偉,單滬深港通成交量便達到369.81億元,佔總成交量達21%,同時資金繼續追捧個別強勢股份,當中騰訊(00700)便錄得淨買入資金12.01億元,港交所(00388)亦錄得超過6億元淨買入。在北水依然踴躍的情況下,預期相關股份走勢或仍會走強,持貨者不妨繼續持有。
至於恆指短期表現,走勢上續見強勢,畢竟昨日A股市場亦見有好表現,對港股亦正面,尤其是在大成交下突破25,000點水平,不過始終後市仍存有變數,特別是中美關係時好時壞,對港股亦會有一定啟示,預期港股短線暫於25,000點水平爭持,上方目標暫先看25,300點。
筆者並未持有相關股份~
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