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植耀辉: 美股扬纳指再创新高 内券股绩优仍值博
阿思达克 08-07 10:41
耀才证券研究部总监植耀辉称,受惠上周新申领失业救济金人数少於预期,以及美国总统特朗普透露於大选前有望研发出疫苗,隔晚(6日)美股继续有好表现,当中纳指首度企稳11,000点收市,苹果市值更突破2万亿美元。总括美股表现,道指上升185点或0.7%,收报27.386点,纳指最高曾见11,121点,收市则收报11,108点,上升109点或1%,标普500指数则升21点或0.6%,收报3,349点。另外,今晚(7日)美国将公布上月非农数据,料会成为其中一个左右美股之变数。

回说港股方面,受美国国务卿蓬佩奥建议将中资程式TikTok及微信等程式下架之消息影响,港股早段一度急跌超过400点,最低跌至24,641点,惟午後权重股跌幅普遍收窄,恒指跌幅亦收窄至不足200点,最终恒指收报24,930点,下跌171点,成交金额1,358.8亿元。中美关系将继续是市场焦点,监於关系依然紧张,相信对港股特别是科技股会有一定负面影响,预期恒指暂会继续於25,000点附近上落。

板块方面,科技股依然是市场焦点,不过昨日见内地券商股亦见异动,短线亦可留意。中信证券(06030.HK)昨日公布七月实现净利润44.43亿元人民币,7月份净利润环比大增369%,此外内地又再传出与中信建投(06066.HK)合并消息,预计仍会有利股价表现,不妨继续持有,或待其回落至18元水平再作部署。

(笔者为证监会持牌人,并未持有相关股份)~

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