植耀辉: 美股乏方向慎防调整 市场焦点大型科企
耀才证券研究部总监植耀辉称,虽然非农数据优於预期,但两党对新刺激救作方案未有共识,加上中美关系又变得紧张,令美股上周五缺乏方向,道指上升46点,纳指则下跌97点,标普500指数则微升2点。展望本周,科技股特别是中概股将继续成为市场焦点,另外,虽然美股持续有不俗表现,但有分析指美股自3月触低反弹至今,累积升幅已过大,现时估值亦已过高及不吸引,预期有机会出现5%至10%回吐压力。
港股方面,同样受中美关系拖累,中概股受影响最大,腾讯(00700.HK)股价上周五便曾一度大跌一成!由於情况仍充满不确定性,相信港股表现仍须视乎中美关系发展,而腾讯亦会继续成为焦点,皆因本周亦会公布中期业绩表现,以及恒指季检结果。故腾讯未来业务发展有何部署,将是股价能否进一步突破之关键。
至於恒指,预期仍只会维持待变格局,并於24,000点至25,000点上平上落。
(笔者为证监会持牌人)~
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