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郭家耀: 外圍科技股大幅調整 港股或下試24,500
阿思達克 07-24 10:49
正榮金融業務部副總裁郭家耀稱,美股周四(23日)顯著下挫,就業數據較預期失望,加上科技股出現顯著回吐,拖累三大指數均錄得明顯跌幅收市。美元走勢持續偏軟,美國十年期債息回落至0.58厘水平,油價受經濟前景不明朗影響而反覆向下,金價則持續強勢。港股預託證券普遍向下,預料大市早段跟隨外圍低開。

內地股市反覆靠穩,滬綜指收市下跌0.2%,繼續企穩3,300點水平,滬深兩市成交額維持萬億元人民幣水平。

港股表現反覆向好,成交保持活躍,指數維持於25,000點以上水平。外圍科技股再度出現大幅調整,難免拖累短期大市氣氛,加上中美關係持續緊張,以及疫情消息反覆,預料指數或下試24,500點支持,上方阻力在25,500點附近。

另恆生指數公司日前宣布推出恆生科技指數,新指數的選股範疇,主要涵蓋與科技主題高度相關的香港上市公司,包括網絡、金融科技、雲端、電子商貿及數碼業務。新經濟繼續受市場追捧,加上中概股陸續回歸及巨型科網企業準備在港上市,指數可望獲得市場重視,預料相關衍生產品交投將會活躍,港交所(00388.HK)將是主要受惠者之一。

(筆者為證監會持牌人,沒持有上述股份)~

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