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植耀輝: 美股個別發展 港股變數多續拉鋸
阿思達克 07-20 11:31
耀才證券研究部總監植耀輝稱,美股上周五(17日)走勢呈個別發展,Netflix季績表現及展望不及預期、7月消費者信心指數下跌,同時能源股亦受累油價下跌,最終道指下跌62點或0.23%,收報26,671點,標普500及納指則微升,前者上升9點,收報3,224點,納指則收報10,503點,上升29點。全周計,道指及標普分別上升2.3%及1.3%,為連升第三周;納指則累跌約1%。

港股方面,上周五見反彈,並重上25,000點水平,但成交量卻顯著縮減至不足1,300億元,似反映投資者入市意欲變得相當審慎。某程度上,大部分科技股上周走勢有所轉弱,當中以中芯(00981.HK)最明顯。由於過去一段時間北水影響力頗為顯著,故未來大市一大關鍵仍是資金去向。

但總括而言,現時左右大市因素仍多,除上文提到之南向資金外,當中便包括中美關係、疫情狀況以及美股季績表現。預期港股將繼續於25,000點水平上落。但值得一提的是,恆指早前上試250天線不果,反映該水平阻力不輕,如外圍情況轉差,或會令港股回試24,500點水平。

(筆者為證監會持牌人,並未持有相關股份)~

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