植耀輝:美股反彈納指升2% 關稅陰霾續困擾大市
耀才證券研究部總監植耀輝稱,上週五(11日)美股繼續大幅波動,美股三大指數均錄得升幅,當中道指升1.56%,標普500指數及納指則分別上升1.8%及2.1%;全周計,道指累升近5%,標普500指數及納指累升幅度更達到5.7%及7.3%。
至於A股上週五雖然持續反彈兼「四連升」,不過全周計上綜指仍累跌3.11%,收報3,238點,深成指亦累跌超過5.13%,收報9,834點。展望本週,內地將公佈一系列經濟數據,另外亦需留意中美關稅戰之最新發展。
港股上週同樣連升四個交易日,當中恆指上週五一度重上21,000點水平,不過全周計恆指仍跌超過1,935點或8.5%,收報20,914點,科指亦跌412點或7.77%,收報4,900點水平。全周計成份股中只得9只股份錄得升幅,當中以京東健康(06618.HK)表現最佳,累升超過4%,中芯(00981.HK)亦能累升3.7%,表現屬第二佳。至於下跌成份股則以藥明系表現最差,藥明康德(02359.HK)及藥明生物(02269.HK)分別大跌20%及19.8%,聯想(00992.HK)股價亦大跌超過18%。
由於美股上週五造好,加上美國豁免包括半導體及電子產品在內之關稅,消息利好今日亞太區股份,新加坡黑期亦有不俗表現,意味恆指今日(14日)有望重上21,300點附近。惟關稅消息時好時壞,恐怕後市仍會相當波動,投資者入市亦宜量力而爲。
(筆者並未持有相關股份)~
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