植耀辉: 数据胜预期美股大升 港股24,600点阻力大
耀才证券研究部总监植耀辉称,隔晚(3日)美股继续强势,受经济数据较预期理想支持,美股续创高位,当中纳指收市价只较历史收市高位9,817点相差1.4%,至於道指及标普500指数,则分别上升2.1%及1.4%,收报26,269点及3,122点。
数据方面,有小非农之称之美国人力资源服务机构ADP就业报告显示,5月私人企业职位减少276万人,远低於市场预期之减少900万,亦较4月份2,023万人大幅改善;另外,ISM 5月非制造业指数为45.4,亦高市场预期之44.7。
港股方面,自踏入6月後走势强劲,连续第三个交易日造好,累升1,364点或5.9%。港股近日大升,个中原因似乎是与追落後有关。早前曾跟大家统计过美股5月表现远胜港股,但即使以年初以至计,美股走势仍大幅抛离恒指。就美股而言,以道指表现最差,下跌约8%,纳指则累升近8%;相比之下,恒指近三日虽然收复部分失地,但年初计仍跌超过13%。此外,虽然昨日恒指亦升329点,但升幅主要来自大落後之金融板块,当中单计汇控(00005.HK)、友邦(01299.HK)及平安(02318.HK)三只金融股,已为大市贡献169点,占昨日升幅之一半。当然,成交量持续维持过千亿元水平,对港交所(00388.HK)股价走势有正面支持,只是笔者重申,对大市去向仍有相当保留,24,500至24,600点水平依然会是一大阻力,故现阶段亦不宜过於进取。
(笔者为证监会持牌人,并未持有相关股份)~
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