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植耀辉: 美股下跌科技股续挫 港股续受制24,700点
阿思达克 09-18 11:02
耀才证券研究部总监植耀辉称,美股隔晚(17日)下跌,科技股继续捱沽,加上经济数据未见惊喜,均成为大市下跌因素。最终三大指数收市均录得跌幅,道指下跌130点或0.47%,收报27,901点,标普500指数则跌28点或0.84%,收报3,357点,纳指下跌1.27%,收报10,910点。大型科技股普遍下跌。苹果公司(AAPL.US)便再跌1.6%;另外,首日上市大升1.1倍之Snowflake(SNOW.US)未能延续强势,下跌近一成,收报227.54美元。

港股方面,受A股走势偏弱,同时美期在亚太区时段亦出现急跌,科技股明显受压,恒指便一度大跌475点,其後走势虽略见回稳,但恒指仍下跌384点或1.56%,收报24,340点,恒生科技指数则下跌1.73%,收报7,301点。大市成交较昨日有所增加,总成交1,176亿元。科技股跌势显着,当中小米集团(01810.HK)便大跌6.4%,收报21.3元,美团(03690.HK)亦下跌近3%,收报240.8元,京东集团(09618.HK)亦跌3.8%。另外,阿里巴巴(09988.HK)虽发布了第一款机器人「小蛮驴」,惟股价仍要下跌近2%,收报267.8元。

後市走势方面,笔者仍较关注美股行情表现,正如早前曾指出,越逼近美国选举,美股波动性亦将提高,而且中美关系仍是市场一大焦点,同时恒指自跌破100天线亦即24,700点後走势明显转弱,短期若未能重上该水平,再下试24,100点机会颇高,故建议投资者暂只宜继续观望。

(笔者为证监会持牌人,并未持有相关股份)~

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