植耀輝: 美股觀望就業數據 港股繼續上落市
耀才證券研究部總監植耀輝稱,美股隔晚普遍錄得升幅,油價上升刺激資源股造好,不過觀望氣氛依然濃厚,投資者繼續關注就業數據表現。最終道指上升131點或0.38%,收報34,633點,標普500指數上升22點或0.52%,收報4,319點,納指上升18點或0.13%,收報14,522點。
至於港股,半年結港股走勢反覆偏軟,雖然開市高開113點,不過很快又倒跌,午後走勢未見起色,最終港股下跌166點或0.57%,收報28,827點,全日成交金額1,403億元。以上半年計,恆指累升1,596點或5.9%,第二季則微升449點或1.6%。不過如果單計6月份,則累跌323點或1.1%。
短期走勢方面,港股暫繼續於28,500-29,500點水平上落,筆者相信短期仍難打破悶局,畢竟短期須關注美國經濟數據以至A股行情,特別是今晚美國公佈之上月就業數據表現。長遠則要留意疫情所帶來的變化,若經濟活動能早日重啓或恢復通關,則纔會對港股會有較大支持。
筆者並未持有相關股份~
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