植耀輝:美股上週五個別發展 港股有望再試高位
耀才證券研究部總監植耀輝稱,美股上週五(14日)個別發展,1月零售銷售數據疲弱,以及有關關稅消息等均對美股帶來一定影響。道指下跌0.37%,標普500指數跌幅則不足0.1%;至於納指則升超過0.4%。今日(17日)爲美國總統日,美股休市一天,
至於港股及A股上週皆有不俗表現,尤其是港股。恆指及科指上週五分別急升3.7%及5.6%,全周計累積升幅更達到7%及7.3%。有關DeepSeek之炒作持續,以及外電指國家主席習近平下週將與一衆科企巨頭出席座談會等消息均成爲推動大市急升之原因。
A股方面,上綜指及深成指上週五分別上升0.43%及1.16%,全周計則上綜指升1.3%,深成指則升1.64%。展望本週,投資者將繼續關注DeepSeek以及座談會相關消息,另外本週五(21日)之恆指季檢結果亦值得留意。至於恆指上週五在大成交配合下以全日最高位收市,反映入市態度依然樂觀,若內地再有利好消息,則大市有望再進一步上揚,並挑戰去年10月高位,亦即約23,240點。惟是否真正轉勢則正如上週所指,若本月能企穩於250月線(21,750點)之上,始有望再有突破。
(筆者爲證監會持牌人)~
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