You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀辉: 美股个别发展 港股短期续二万四上落
阿思达克 07-02 11:54
美股隔晚个别发展,虽然就业数略差於市场预期,多个州份确诊数字亦见上升,惟大市走势仍不俗,当中纳指再创历史新高,道指则见偏软。最终道指下跌77点或0.3%,收报25,734点,纳指则上升95点或0.95%,收报10,154点,标普500指数上升15点或0.5%,收报3,115点。

数据方面,有小非农之称之ADP私人就业职位,6月美国私人就业职位增加约 237 万人,为历史上最大增幅,惟稍逊於市场预期;5月就业职位则向上大幅修订为增加306.5 万人。

回说港股,虽然六月出现反弹,但上半年计仍录得13%跌幅。至於下半年港股表现,则要视乎多个内外因素,当中本地政经局势仍会持续受到关注,而中美关系则会持续对投资气氛带来影响。当然,经济活动能否在下半年恢复亦相当关键,惟由於各地疫情依然严峻,故现阶段仍难作出评估。预期港股短期暂仍於24,000点附近上落。

至於板块方面,上半年新经济及科技股以及医药相关股有理想表现,由於相关板块仍会是市场焦点,而且预期在中概股回归及更多生物科技企业上市的情况下,下半年料仍会有好表现。不过,始终後市仍有相当多不确定性,因此相信防守性股份如本地电讯股及公用股等亦会有资金追捧。另外港交所(00388)在新股活动活跃以及中港金融有更多机遇下,前景依然乐观,可逢调整再作吸纳。

笔者并未持有相关股份

~

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account