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植耀輝:就業數據遜預期美股靠穩 港股續高位整固
阿思達克 03-10 09:02
耀才證券研究部總監植耀輝稱,美國非農新增職位數據略低於預期,同時聯儲局主席鮑威爾在講話中提到短期並不急於減息。上週五(7日)美股反覆靠穩,全日計三大指數升幅介乎0.5%至0.7%。展望本週,美國將公佈上月CPI及PPI數據,另外亦會公佈密歇根大學消費情緒指數。 A股上週五則表現一般,上綜指跌0.25%,收報3,372點,深成指跌0.5%,收報10,843點,全日成交金額1.82萬億元人民幣。全周計,上綜指累升1.56%,深成指則累升2.2%。今日全國政協會議將閉幕,全國政協主席王滬寧將發表講話,料會受市場關注。 至於港股方面,上週五恆指一度再創今年高位24,669點,不過隨着A股走勢有所轉弱,加上部分科技股出現回吐,恆指最終下跌138點或0.57%,收報24,231點,科指亦跌0.52%,收報6,037點,全日成交3,831.7億元。全周計,恆指累升5.6%,科指升幅更達到8.4%。 港股上週再度急升並創年內新高,投資氣氛轉熱加上「北水」持續吸納成爲支持大市最大動力。不過外圍市況仍相當波動,加上港股實在累升不少,以及觀望兩會相關政策消息,預期短期內突破25,000點機會不大,恆指將於24,000至24,600點水平整固。 (筆者並未持有相關股份)~
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