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植耀輝: 美股揚納指再創新高 內券股績優仍值博
阿思達克 08-07 10:41
耀才證券研究部總監植耀輝稱,受惠上周新申領失業救濟金人數少於預期,以及美國總統特朗普透露於大選前有望研發出疫苗,隔晚(6日)美股繼續有好表現,當中納指首度企穩11,000點收市,蘋果市值更突破2萬億美元。總括美股表現,道指上升185點或0.7%,收報27.386點,納指最高曾見11,121點,收市則收報11,108點,上升109點或1%,標普500指數則升21點或0.6%,收報3,349點。另外,今晚(7日)美國將公布上月非農數據,料會成為其中一個左右美股之變數。

回說港股方面,受美國國務卿蓬佩奧建議將中資程式TikTok及微信等程式下架之消息影響,港股早段一度急跌超過400點,最低跌至24,641點,惟午後權重股跌幅普遍收窄,恆指跌幅亦收窄至不足200點,最終恆指收報24,930點,下跌171點,成交金額1,358.8億元。中美關係將繼續是市場焦點,鑑於關係依然緊張,相信對港股特別是科技股會有一定負面影響,預期恆指暫會繼續於25,000點附近上落。

板塊方面,科技股依然是市場焦點,不過昨日見內地券商股亦見異動,短線亦可留意。中信證券(06030.HK)昨日公布七月實現淨利潤44.43億元人民幣,7月份淨利潤環比大增369%,此外內地又再傳出與中信建投(06066.HK)合併消息,預計仍會有利股價表現,不妨繼續持有,或待其回落至18元水平再作部署。

(筆者為證監會持牌人,並未持有相關股份)~

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