植耀辉: 就业数据左右美股去向 港股先看25,800点
耀才证券研究部总监植耀辉称,美股上周继续强势,三大指数继续录得升幅之余,道指亦成功扭转年内跌幅,而标普500指数则连续第六个交易日再创历史新高。全周计,道指上升2.6%,过去四周有三个星期均录得升幅;至於标普及纳指全周计均升超过3%,而标普本月累积升幅更达到7.2%,有望创下自1984年以来最佳8月表现。至於本周重要事项,则要关注8月就业报告,以及今日苹果及Tesla股票拆细後之股价表现。
港股方面,上周五走势续见反覆,早段一度由升转跌,但午後却突然飙升最多460点,不过收市前升幅又再收窄,最终仅升160点,全周计则累计上升308点。科技股继续成为市场焦点,腾讯(00700.HK)、阿里(09988.HK)及美团(03690.HK)有所回落,但小米(01810.HK)却继续有资金追捧,上升5.4%。由於恒指成份股调整将於9月7日生效,相信阿里、小米及药明(02269.HK)将继续有被动资金跟进。
内银股亦已陆续公布上半年业绩,倒退已是预期之内,故相信今日股价亦不会有太大上落。虽说内银现价估值不高,惟在下半年经营状况仍存在众多变数,预期净息差仍会受压,暂建议继续观望会较适合。
至於恒指表现,中美关系将继续成为後市一大不确定性,另外A股表现对港股亦会有所启示。预期港股将继续於24,500至25,800点上落。
(笔者为证监会持牌人,持有阿里股份)~
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