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植耀輝:美股偏軟 恆指料續區間上落
阿思達克 04-16 08:49
耀才證券研究部總監植耀輝稱,隔晚(15日)美股三大指數偏軟。雖然金融股季績表現不俗,不過投資者依然關注關稅相關消息,另外醫療股及消費股表現亦較差,拖累指數表現。道指跌約0.4%,標普500指數及納指則分別下跌0.17%及0.1%。不過收市後Nvidia(NVDA.US)公佈H20晶片遭美國出口限制,將面臨55億美元費用,其股價盤後急跌超過6%,連帶其他半導體股亦急跌,相信美股今晚開市亦會相當波動。 A股昨日則個別發展。上綜指早段表現一般,午後走勢有所轉強,最終亦能成功扭轉跌勢,收報3,267點,微升0.15%並錄得「六連升」;深成指則全日大部分時間均維持跌勢下,最終收報9,858點,下跌0.27%,五連升後終告「斷纜」,兩市全日總成交約1.08萬億元人民幣。 港股昨日表現同樣缺乏明確方向。恆指甫開市已升至全日高位21,603點,不過在缺乏承接下,恆指亦逐步回落,午後更曾倒跌超過100點,最低見21,297點。三點後走勢又有所改善,並於21,400點之上水平爭持,最終恆指收報21,466點,上升48點或0.23%,連升第六個交易日;科指則未能延續升勢,最終下跌0.7%,收報4,981點,全日成交只得1,850.6億元。 雖然恆指連升六個交易日,不過監於Nvidia H20消息,令投資者對中美關係更爲關注,情況不利投資氣氛,相信港股今日(16日)將維持21,000至21,500點上落。 (筆者爲證監會持牌人,持有Nvidia股份)~
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