植耀輝: 債息急升納指重挫 港股後市還看北水
耀才證券研究部總監植耀輝表示,美股隔晚又再大幅波動,受美國10年期債息急升至1.7厘以上,科技股再度被拋售,加上油價大跌拖累能源股表現,道指亦由早段上升約200點後轉跌。最終道指下跌153點或0.46%,收報32,862點,標普500指數亦跌58點或1.48%,收報3,915點,納指則重挫409點或3.02%,收報13,116點。
至於港股,昨日則有不俗表現,在科技股造好下,恆指上升371點或1.28%,收報29,405點,成交量則增加至1,745.7億元。與早前市況不同的是,新舊經濟股皆對恆指有一定貢獻,當中騰訊(00700)、阿里巴巴(09988)及美團(03690)便分別為大市貢獻71點、70點及57點,而匯控(00005)及港交所(00388)亦分別貢獻51點及44點。事實上五隻股份便已合共貢獻273點。
雖然走勢似略見改善,但仍要繼續關注外圍及A股表現。由於隔晚美股又再度下跌,當中納指跌勢頗急,恐怕今日科技股又再捱沽矣。不過從昨日所見,北水似乎又再度吸納如騰訊等大型科技股,所以短期要視乎A股能否維持強勢,以及北水是否持續吸納科技股份。預期恆指29,500點仍會有較大阻力,而下方支持則為28,200點水平。
筆者持有騰訊及港交所股份~
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.