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植耀輝:觀望氣氛濃 港股料22,500點上落
阿思達克 05-08 09:02
耀才證券研究部總監植耀輝稱,聯儲局議息後一如市場預期維持息率不變,主席鮑威爾提到關注關稅及通脹風險。另外科技股個別發展,Alphabet(GOOGL.US)大跌,不過半導體股造好,支持納指上揚。最終三大指數均造好,當中道指升0.7%,標普500指數及納指則分別上升0.44%及0.27%。 A股方面,央行推出一系列穩市場之政策工具,當中包括降息降準等措施。受相關政策支持,上綜指有不俗表現,高開超過1%後全日均能保持升勢,最終收報3,342點,上升0.8%;相比之下,深成指表現則一般,雖然同樣高開超過1.3%,惟升勢未能維持,午後更一度倒跌,最終收報10,104點,升0.22%,至於大市成交則增至1.47萬億元人民幣。 港股走勢則相當反覆。恆指高開507點,甫開市已重上23,100點,最高曾升至23,197點,不過升幅持續收窄,尾市亦未見起色。最終恆指以全日最低位收市,報22,691點,微升29點或0.13%,科指則跌0.75%,收報5,200點,爲連續第二個交易日下跌,成交則增至2,400.5億元。 由於投資者關注點將落於明日(9日)中美會面之上,在觀望氣氛持續下,相信今日(8日)大市仍會維持區間上落,另外昨日恆指雖一度突破23,000點,惟上方明顯缺乏承接,反映投資者亦不急於現水平追貨,相信大市將續於22,000至23,000點區間徘徊。 (筆者並未持有相關股份)~
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