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植耀輝: 債息回美股造好 A股偏弱不利港股
阿思達克 03-16 10:45
耀才證券研究部總監植耀輝稱,美股隔晚表現不俗,10年期債息由13個月高位回落,三大指數均有好表現,當中道指及標普500指數再創新高,納指亦反彈1%,收報13,459點。

至於港股方面,科技股繼續未見起色,但在金融股造好下,港股昨日總算能以升市告終,全日計上升94點,收報28,833點,成交金額1,936.8億元。昨日單一隻友邦(01299.HK),便為大市貢獻106點,另外建行(00939.HK)及匯控(00005.HK)亦分別貢獻55點及38點。不過騰訊(00700.HK)及美團(03690.HK)則分別拖累恆指93點及69點。值得留意的是,三隻恆指新貴表現皆失色,當中以海底撈(06862.HK)跌幅最大,下跌4.3%,龍湖(00960.HK)及阿里健康(00241.HK)亦分別下跌2.1%及1.6%。

雖然大市錄得升幅,惟整體表現不算特別理想,而且部分科技股跌幅亦顯著,加上納指表現似乎亦未見起色,恐怕短期科技股表現仍難有寄望,變相限制大市表現。另一方面,投資者亦有所擔憂A股走勢,雖然上週五上綜指再度重上3,450點,惟昨日又再度失守之餘,多個指數跌幅亦顯著,創業板指數跌幅便達到4%。加上北水仍繼續淨沽出重磅藍籌,預期港股走勢仍偏弱,預期將繼續於28,200點至29,500點上落。

筆者持有騰訊及友邦股份~

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