植耀辉: 债息回美股造好 A股偏弱不利港股
耀才证券研究部总监植耀辉称,美股隔晚表现不俗,10年期债息由13个月高位回落,三大指数均有好表现,当中道指及标普500指数再创新高,纳指亦反弹1%,收报13,459点。
至於港股方面,科技股继续未见起色,但在金融股造好下,港股昨日总算能以升市告终,全日计上升94点,收报28,833点,成交金额1,936.8亿元。昨日单一只友邦(01299.HK),便为大市贡献106点,另外建行(00939.HK)及汇控(00005.HK)亦分别贡献55点及38点。不过腾讯(00700.HK)及美团(03690.HK)则分别拖累恒指93点及69点。值得留意的是,三只恒指新贵表现皆失色,当中以海底捞(06862.HK)跌幅最大,下跌4.3%,龙湖(00960.HK)及阿里健康(00241.HK)亦分别下跌2.1%及1.6%。
虽然大市录得升幅,惟整体表现不算特别理想,而且部分科技股跌幅亦显着,加上纳指表现似乎亦未见起色,恐怕短期科技股表现仍难有寄望,变相限制大市表现。另一方面,投资者亦有所担忧A股走势,虽然上周五上综指再度重上3,450点,惟昨日又再度失守之余,多个指数跌幅亦显着,创业板指数跌幅便达到4%。加上北水仍继续净沽出重磅蓝筹,预期港股走势仍偏弱,预期将继续於28,200点至29,500点上落。
笔者持有腾讯及友邦股份~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.