植耀輝: 經濟前景嚴峻美股急挫 港股今考驗二萬九關
耀才證券研究部總監植耀輝稱,美股隔晚(27日)急挫,企業業績表現令人失望,加上關注疫情情況,美股跟隨歐洲股市低開,中段跌幅一度收窄。但聯儲局主席鮑威爾指疫情令美國經濟前景極不明朗,令美股尾市跌幅又再度擴大,最終道指大跌633點或2.05%,收報30,303點,標普500指數下跌98點或2.5%,收報3,750點,納指跌幅亦顯著,收報13,270點,下跌355點或2.61%。
至於港股,昨日走勢相當波動,開市後不久曾低見29,194點,不少當炒股跌幅相當驚人,其後跌幅逐步收窄,並於29,300點水平爭持,最終港股下跌93點,收報29,297點,成交金額2,551.25億元。部分成份股走勢波動,騰訊(00700.HK)股價一度跌破700元關口,最終收報701元,下跌17元或2.4%,美團(03690.HK)跌幅則達到3.9%。至於中移動(00941.HK)及中海油(00883.HK)則雙雙造好,前者上升5.3%,後者升幅更達6%。
港股自早前未能突破30,000點後走勢似有所轉弱,昨日表現更見反覆,值得一提的是不少強勢股調整似未完之餘,跌幅更相當顯著,持貨之投資者難免會感到不安,不過筆者仍傾向認為大市尚仍處於整固階段,後市仍以28,800至29,000點作支持。
(筆者為證監會持牌人,持有騰訊股份)~
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