植耀輝:貿易戰陰霾美股急挫 港股續區間上落
耀才證券研究部總監植耀輝稱,美股上週五(28日)再度急跌。關稅戰陰霾持續打擊投資氣氛,道指大跌715點或1.7%,標普500指數及納指亦分別下跌1.97%及2.7%。全周計,道指累跌近1%,標普500指數及納指則累跌1.5%及2.6%。
A股方面,上週五上綜指及深成指全日大部分時間均維持跌勢,最終上綜指下跌0.67%,收報3,351點,深成指則跌0.57%,收報10,607點,兩市總成交約1.1萬億元人民幣。一週計,上綜指累跌0.4%,深成指則跌0.7%,兩大指數均連跌第二週。
港股上週五於期指結算日走勢反覆,高開94點後升幅擴大至近200點,惟升勢其後無以爲繼之餘,跌幅亦曾達到324點,最終收報23,426點,下跌152點或0.6%,科指亦跌1.5%,收報5,506點,全日成交2,296億元。總結一週大市表現,恆指累跌263點或1.1%,科指則累跌近2.4%。
展望本週港股表現,投資者仍會關注美國關稅消息,另外經濟數據方面,內地今日(31日)將公佈PMI數據,至於業績期亦到尾聲,較值得關注的業績包括中海外(00688.HK)以及老鋪黃金(06181.HK)等。預期港股仍維持整固格局不變,繼續於23,000至24,000點水平上落。
(筆者並未持有相關股份)~
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