植耀輝:美股偏軟Nvidia(NVDA.US)跌近3% 憧憬「放水」港股及A股有望急升
耀才證券研究部總監植耀輝稱,美股三大指數隔晚(9日)下跌,投資者觀望CPI數據,另外Nvidia(NVDA.US)因內地反壟斷調查而下跌近2.6%,道指下跌0.54%,標普500指數及納指則分別下跌0.61%及0.62%。值得一提的是金龍指數,受內地貨幣寬鬆政策憧憬,指數急升超過8.5%。
A股方面,上綜指昨日反覆靠穩,早段曾升近0.7%,不過早市收市前突然急跌,午後跌幅更擴大至超過0.5%,不過尾市又再度回穩,最終收報3,402點,微跌1點,至於深成指全日大部分時間均維持跌勢,最終收報10,731點,下跌0.55%,兩市成交約1.63萬億元人民幣。
港股方面,早段走勢基本缺乏方向,不過午後約3時20分起突然抽升,中共中央政治局於會議研究下年經濟工作,提出將實施更加積極有爲之財政政策及適度寬鬆貨幣政策,並要求穩住樓市股市及加上改善民生力度。受此消息帶動,恆指急升548點或2.76%,個別股份如港交所(00388.HK)及美團-W(03690.HK)等升幅更接近6%。由於早前缺乏利好憧憬,因此港股對利好消息出現較大反應亦合理,惟能否延續此表現仍要視乎會否有更多實際行動。市傳本週將舉行之中央經濟工作會議會否透露更多細節,將是後市去向之最大關鍵。
(筆者爲證監會持牌人,持有Nvidia股份)~
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