植耀辉: 美国疫情严峻恐碍经济 资金推动恒指先看二万六
耀才证券研究部总监植耀辉称,美股上周五(3日)因独立日假期休市。虽然如此,但当地确诊个案未见缓和之余,感染人数再创新高,据美国约翰-霍普金斯大学发布的即时统计数据显示,美国由7月1日至7月3日,连续三日的确诊人数突破5万人,另外佛罗里达州和德克萨斯州单日新增个案,於7月4日分别录得11,458宗和7,890宗,打破单日确诊纪录,就连总统特朗普长子之女友亦确诊,反映当地疫情之严峻。而当地接近20个州份已宣布暂停解封计划以遏制疫情扩散,部分州份也采取额外措施控疫情。
回说港股方面,上周表现相当不俗,强势股腾讯(00700.HK)及港交所(00388.HK)仍然有资金追捧并续创新高。事实上,由於南下资金钟情相关股份,如状况持续,将继续利好港股气氛之余,令港股可进一步挑战高位,惟港股近期累积升幅实在不少,而且中美关系依然是後市其中一大变数,预期恒指将於25,000至26,000点水平上落。
(笔者为证监会持牌人,并未持有相关股份)~
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