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植耀辉: 美股窄幅上落 港股继续上望28,500点
阿思达克 01-14 11:59
耀才证券研究部总监植耀辉称,美股隔晚(13日)窄幅上落,投资者关注特朗普弹劾及疫情之最新发展。最终道指微跌8点,收报31,060点,标普500指数上升8点,收报3,809点,纳指则升56点,收报13,128点。美国众议院以232票赞成197票反对,通过对总统特朗普之弹劾,意味特朗普成为美国史上首位在任期内两次遭弹劾之总统。不过事件对美股影响暂不大,惟仍需关注未来数天特朗普之行动。

另外,美国联储局公布俗称褐皮书之地区经济报告,在疫情下,美国经济活动於去年十一月下旬至本月初轻微增长,不过更多地区出现职位减少情况;同时确诊人数上升亦打击商界信心;此外,部分地区零售情况,亦受确诊人数回升而转差,大部分消息费亦转向网购为主。

港股方面,昨日走势反覆,高开後一度升至28,414点,再创近一年高位,不过很快又辗转回落,午後跌幅更一度扩大至140点,其後跌势又有所收窄,最终恒指下跌41点,收报28,235点,成交金额2,021.4亿元。成交股中以油股表现最佳,三大油股升幅介乎4.4%至5.5%;不过早前急升至中移动(00941.HK)则略见回吐,下跌1.8%,收报45.95元。短期而言,投资者继续观望美国总统交接安排以及当地政局之最新发展,另外A股在急升後亦暂见高位整固,预期恒指於28,000点会有不俗支持,目标仍先看28,500点水平。

(笔者为证监会持牌人,并未持有相关股份)~

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