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植耀辉: 美股走势转弱下跌 港股续维持区间上落
阿思达克 10-15 10:56
耀才证券研究部总监植耀辉称,美股隔晚(14日)走势偏软,金融股个别如高盛(GS.US)季绩虽胜预期,但美国败长努钦指两党就刺激经济方案仍存有「很大分歧」,意味短时间内达成共识机会渺茫,加上有两个肺炎临床测试遇上阻滞,利淡大市气氛。最终道指收报28,514点,下跌165点或0.6%,标普500指数及纳指则分别收报3,488点及11,768点,下跌0.7%及0.8%。

至於港股昨日在科技股支持下走势不俗,虽然大部分时间均下跌,但在竞价时段後最终仍能微升17点,成交量亦增至1,543.5亿元。港股周一(12日)急升530点後昨日仍能录得升幅,表现其实可说相当不俗。不过,笔者对後市之看法仍维持不变,始终正如昨日所指,大市短期累积升幅不少,而且昨日能够维持升势,主要是靠腾讯(00700.HK),因为单一只股份已为恒指贡献77点,如果计及小米(01810.HK)及阿里巴巴(09988.HK),三者便为恒指贡献达126点。此外,後市变数其实仍相当多,故暂对後市继续保持观望看法不变,即预期大市将继续於24,600点水平上落,而且美股本轮亦累升不少矣,笔者亦关注未来一段时间总统大选对美股以至中港股市之间接影响。

(笔者为证监会持牌人,持有阿里股份)~

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