You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀輝: 美股續波動納指跌2% 港股23,500點不宜有失
耀才證券研究部總監植耀輝稱,美股隔晚(4日)繼續出現波動,科技股繼續遭到拋售,資源相關股則有追捧,而債息上升及中美貿易相關消息則續對投資氣氛帶來影響。最終道指下跌323點或0.94%,收報34,002點,標普500指數下跌56點或1.3%,收報4,300點。納指跌幅則達到2.14%,收報14,255點。 港股在踏入10月第一個交易日後表現依然未見起色,恆指大跌539點,盤中更一度失守24,000點。醫藥股成爲跌市重災區,成份股藥明生物(02269.HK)及中生製藥(01177.HK)分別大跌8.6%及5.1%,新經濟股如阿裏巴巴(09988.HK)則繼續破底。筆者雖然也認爲困擾大市因素仍多,但亦未有預期大市跌幅會如此利害,就連一直看好之航運股股價也急挫。儘管筆者繼續看好運費表現,但市場似乎對上海出口集裝箱運價指數(SCFI)連升二十週後「斷纜」感到不安,多隻航運股遭到拋售,部分跌幅更接近一成。 至於大市去向,短期基於不明朗因素仍多,且看早前低位23,700點水平能否轉穩,一旦再失守23,500至23,700點水平,恐怕會觸發大市進一步下跌。 (筆者爲證監會持牌人,並未持有相關股份) ******** 恆指最近支持爲23,771點 耀才研究部稱,隔晚(4日)美股三大指數全線向下,因國會未能提高聯邦政府債務上限而導致財政部付款延遲,惠譽認爲美國AAA評級可能不保,美國10年期債息一度升4.5個基點至1.508釐,拖累道指盤中挫逾500點,收市跌逾300點。Facebook (FB.US)及旗下多個社交平臺深夜時段突然故障,拖累股價跌5%,納指爲三大指數之中表現最差,跌逾2%。OPEC+維持增產步伐不變,未有採取額外行動紓緩供應緊張情況,國際油價升2%至3%。美國貿易代表戴琪表示,中國未能履行與美國前總統特朗普達成的第一階段貿易協議,美國將採取一切可行措施,應對中國的不公平貿易操作手法,消息將持續拖累大市走勢。 從技術走勢上,恆指再度受壓於10天線水平,上週高位24,694點亦未能打破過往一浪低於一浪的格局,恆指假若跌穿24,000點將以9月21日低位23,771點作最後支持,最悲觀的情況下將會下跌至去年10月低位23,124點。 (筆者爲證監會持牌人)~
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.
uSMART
Wealth Growth Made Easy
Open Account