植耀辉: 经济前景严峻美股急挫 港股今考验二万九关
耀才证券研究部总监植耀辉称,美股隔晚(27日)急挫,企业业绩表现令人失望,加上关注疫情情况,美股跟随欧洲股市低开,中段跌幅一度收窄。但联储局主席鲍威尔指疫情令美国经济前景极不明朗,令美股尾市跌幅又再度扩大,最终道指大跌633点或2.05%,收报30,303点,标普500指数下跌98点或2.5%,收报3,750点,纳指跌幅亦显着,收报13,270点,下跌355点或2.61%。
至於港股,昨日走势相当波动,开市後不久曾低见29,194点,不少当炒股跌幅相当惊人,其後跌幅逐步收窄,并於29,300点水平争持,最终港股下跌93点,收报29,297点,成交金额2,551.25亿元。部分成份股走势波动,腾讯(00700.HK)股价一度跌破700元关口,最终收报701元,下跌17元或2.4%,美团(03690.HK)跌幅则达到3.9%。至於中移动(00941.HK)及中海油(00883.HK)则双双造好,前者上升5.3%,後者升幅更达6%。
港股自早前未能突破30,000点後走势似有所转弱,昨日表现更见反覆,值得一提的是不少强势股调整似未完之余,跌幅更相当显着,持货之投资者难免会感到不安,不过笔者仍倾向认为大市尚仍处於整固阶段,後市仍以28,800至29,000点作支持。
(笔者为证监会持牌人,持有腾讯股份)~
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