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植耀輝:關稅戰續拖累美股 港股及A股承接力強
耀才證券研究部總監植耀輝稱,美國關稅之不確定性繼續爲投資市場帶來負面影響。隔晚(11日)美股三大指數續跌,道指一度急跌736點,收市亦跌478點或1.14%,收報41,433點,標普500指數及納指則分別下跌0.75%及0.18%。 A股方面,滬深兩市反覆造好,深成指及上綜指雖然跟隨外圍低開,不過跌勢持續收窄,收市前半小時更倒升,最終深成指收報10,861點,上升0.33%,上綜指則升0.41%,收報3,379點,全日總成交約1.48萬億元人民幣。 至於港股昨日開市早段曾跌545點,不過隨着科技股止跌回穩,加上A股尾市由跌轉升,恆指亦一度扭轉跌勢,最終收市微跌1點,收報23,782點,科指則升1.4%,收報5,967點,全日成交3,070億元。成份股中以中生製藥(01177.HK)表現最佳,升超過6%,其次爲快手-W(01024.HK),升超過5%。值得一提的是國際銀行股表現較差,匯控(00005.HK)及渣打(028888.HK)分別下跌3.24%及5.4%。 港股及A股昨日同樣低開高走,反映低位承接力不俗,另外南下資金繼續大手買入權重科技股,若情況持續,則對後市有望繼續帶來支持。相信短期恆指將繼續維持高位整固格局,於23,000至24,000點上落。 (筆者並未持有相關股份)~
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