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植耀輝:科技股造好納指反彈 港股23,000點支持力不俗
耀才證券研究部總監植耀輝稱,美國最新公佈之CPI數據略低於預期,不過投資者繼續關注與美國關稅相關消息,美股三大指數亦個別發展,道指跌勢未止,再跌0.2%,標普500指數及納指則反彈,分別上升0.5%及1.2%。部分焦點科技股有強勁反彈,Nvidia(NVDA.US)及Tesla(TSLA.US)分別上升6.4%及7.6%。 至於港股及A股方面,A股昨日反覆偏軟,深成指早段大部分時間維持拉鋸,午後升幅雖一度超過0.7%,不過高位缺乏承接,最終收報10,843點,下跌0.17%;上綜指全日波幅只得22點,最終亦以接近全日低位收市,報3,371點,下跌0.23%,兩市總成交1.7萬億元人民幣。 港股則受科技股拖累下跌。恆指高開77點後升幅一度擴大至179點,高見23,962點,其後大致於23,600至23,800點水平爭持;午後A股走勢轉弱,加上個別科技股如騰訊(00700.HK)、美團-W(03690.HK)及小米-W(01810.HK)等跌幅亦有所擴大,恆指最多便跌近420點或1.76%,低見23,363點,科指跌幅亦一度超過3.4%。最終恆指收報23,600點,下跌181點或0.76%,科指則跌超過2%,收報5,845點,全日成交金額約2,785億元。 由於隔晚美股走勢略爲喘定,港股今日(13日)開市亦有望回穩,不過走勢仍視乎A股表現,宜繼續留意與政策相關之消息。另外,恆指過去兩個交易日均未有失守23,000點關口,意味該水平有不俗支持,後市只要守穩該水平,相信大市將續維持高位整固。 (筆者爲證監會持牌人,持有Nvidia股份)~
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