植耀輝:主權評級遭降 美股影響料有限
耀才證券研究部總監植耀輝稱,美股上週五(16日)造好,標普500指數連續五個交易日上升。全周計,道指累升3.5%,標普500指數及納指升幅更分別達到5.3%及7.2%。不過收市後評級機構穆迪將美國主權評級由「Aaa」降至「Aa1」,盤後美股顯着急挫,料會對今晚美股開市有一定影響。不過相關有關震盪屬短暫,投資者亦將關注點繼續集中於貿易談判之上。
A股方面,上綜指及深成指上週五偏軟,分別下跌0.4%及0.1%,不過全周計則前者升0.76%,深成指則升0.52%。展望本週,內地將公佈一系列包括零售銷售等重要經濟數據,表現對A股後市或有一定啓示。
港股上週五走勢反覆靠穩,恆指最多曾跌至23,190點,不過午後表現有所回穩,最終收報23,345點,下跌108點或0.5%,科指亦跌0.3%,收報5,281點,全日成交1,907億元。全周計,恆指累升2.1%,科指則累升近1.95%。
展望本週,除了要繼續留意關稅談判相關消息外,內地經濟數據表現亦值得關注,相信大市將繼續於23,000至24,000點上落。另外,恆指服務公司季檢後宣佈加入美的(00300.HK)及中通快遞-W(02057.HK)成爲恆指成份股,相關股份或會有所炒作。
(筆者並未持有相關股份)~
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