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植耀輝:美股反覆偏軟 減持陰霾不利港股
耀才證券研究部總監植耀輝指,港股昨日受科技股拖累下跌,恆指最多曾跌近250點,收市跌幅雖有所收窄,但全日計恆指仍下跌175點或0.86%,收報20,309點。全日成交則只有1,080億元,反映在美國公布CPI前夕,投資者亦未敢輕舉妄動。隔晚美國勞工部公布,3月CPI按年上升5%,略低於市場預期之5.1%,美股早段曾有好表現,惟最終仍下跌,當中納指跌幅較大,下跌0.85%。 雖然隔晚美股表現尚算靠穩,惟中概股表現欠佳,當中阿里巴巴(BABA.US)便大跌近6%,市傳日本軟銀透過預付遠期合約,將其持有之阿里巴巴股份降至3.8%,另軟銀今年以來已透過該合約出售約72億美元阿里股份。在大型科企持續出現減持消息下,恐怕會持續打擊投資氣氛。執筆之時新加坡黑期已跌破20,000點關口。雖然市況不利科技股行情,惟筆者相信ChatGPT概念對科技股仍具炒作概念,加上在復常概念支持,故亦不宜看得太淡,可伺機吸納作中線部署。 筆者持有騰訊股份~
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