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植耀輝: 刺激方案有望出台 美股四連升
阿思達克 08-06 11:22
耀才證券研究部總監植耀輝稱,雖然美國7月ADP數據令人失望,但在憧憬疫苗研發有進展,同時新一輪刺激措施有望達成共識,以及道指成份股迪士尼業績表現勝預期,利好美股表現。道指收報27,201點,上升373點或1.39%,標普500指數及納指則分別上升0.64%及0.52%,收報3,327點及10,998點。

美國國會對新一輪刺激法案取得進展,美國參議院多數黨領袖麥康奈爾(Mitch McConnell)表示,已準備支持將失業救濟金恢復至每周600美元水平,一改早前要求將現有的每周600美元減至200美元之主張。

至於經濟數據,有小非農之稱之美國7月ADP就業數據,新增只得16.7萬人,遠遜於市場預期之120萬人,前值則由236.9萬人,向上修訂至431.4萬人。

港股方面,昨日則繼續在騰訊(00700.HK)及港交所(00388.HK)造好下繼續有理想表現,單兩隻股份已為恆指貢獻近95點,而恆指最終亦能重上25,102點,上升155點,成交金額則稍為回落至1,228億元。短期恆指表現料仍會受科技股行情左右,以南向資金仍充足的情況下,相信恆指或有機會先於25,000點水平企穩,惟值得留意的是騰訊將於下周公布業績,預期股價或會於現水平「抖抖氣」,加上預期美股連番急升後走勢較會先作調整,預期恆指暫難重上25,500點水平。

(筆者為證監會持牌人,並未持有相關股份)~

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