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植耀輝:夜期造好 恆指有望挑戰20,300點
耀才證券研究部總監植耀輝稱,美股隔晚(20日)因馬丁路德金紀念日假期休市。至於港股及A股方面,在憧憬中美關係在美國總統特朗普就任後或會有更多進展之情況下,港股以及A股皆有不俗表現。港股方面,恆指高開220點後升幅持續擴大,最多更曾升509點,恆指亦一度重上20,000點關口,最高見20,093點;最終恆指雖未能企穩兩萬點,惟全日計恆指仍升341點或1.7%,收報19,925點,連續五個交易日上升;科指亦升2.6%,收報4,595點,大市成交達到1,613億元。科技股表現理想,「ATM」升幅介乎2%至5%;醫藥股及汽車股皆有追捧。不過部分內房股如中海外(00688.HK)表現則相對失色,另外中海油(00883.HK)則逆市下跌。 至於A股則以深成指走勢較佳,全日計升近1%,收報10,256點,上綜指則尾市一度倒跌,全日計則微升2點,收報3,244點,兩市成交約1.2萬億元人民幣。 執筆之時,特朗普已正式就任美國總統。觀乎其就職演說中未有立即提出關稅計劃,亦暫未見較激進措施。人民幣匯價急彈之餘,恆指夜期亦升至20,300點水平。相信A股及港股今日(21日)仍會有好表現。但要留意畢竟特朗普施政方向仍有待觀察,相信後市仍會相當反覆,投資者未來仍要繼續觀察其言行,因對後市依然會有較大影響。 (筆者並未持有相關股份)~
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