植耀辉: 美股个别发展 港股变数多续拉锯
耀才证券研究部总监植耀辉称,美股上周五(17日)走势呈个别发展,Netflix季绩表现及展望不及预期、7月消费者信心指数下跌,同时能源股亦受累油价下跌,最终道指下跌62点或0.23%,收报26,671点,标普500及纳指则微升,前者上升9点,收报3,224点,纳指则收报10,503点,上升29点。全周计,道指及标普分别上升2.3%及1.3%,为连升第三周;纳指则累跌约1%。
港股方面,上周五见反弹,并重上25,000点水平,但成交量却显着缩减至不足1,300亿元,似反映投资者入市意欲变得相当审慎。某程度上,大部分科技股上周走势有所转弱,当中以中芯(00981.HK)最明显。由於过去一段时间北水影响力颇为显着,故未来大市一大关键仍是资金去向。
但总括而言,现时左右大市因素仍多,除上文提到之南向资金外,当中便包括中美关系、疫情状况以及美股季绩表现。预期港股将继续於25,000点水平上落。但值得一提的是,恒指早前上试250天线不果,反映该水平阻力不轻,如外围情况转差,或会令港股回试24,500点水平。
(笔者为证监会持牌人,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.