植耀輝:納指標普止跌 今日焦點港交所業績
耀才證券研究部總監植耀輝稱,隔晚(26日)美股繼續個別發展,關稅陰霾影響投資氣氛,另外投資者亦觀望Nvidia(NVDA.US)業績表現。納指及標普500指數反彈,道指則偏軟。Nvidia股價反彈近3.7%,盤後公佈之業績及指引均勝市場預期,不過股價未見受惠,盤後股價跌逾1%。
至於A股及港股均有好表現。上綜指及深成指以日內高位收市,前者升1%,收報3,380點,深成指亦升0.93%,收報10,955點,全日成交金額1.94萬億元人民幣。
港股走勢則更強。恆指高開204點後升幅持續擴大,午後最高曾升至23,973點,升幅達到939點或4%,雖然其後升幅有所收窄,但全日計恆指仍勁升753點或3.3%,收報23,787點,當中單是「ATMXJ」已爲恆指貢獻441點:科指升幅更達到4.5%,收報5,953點,全日成交持續活躍,超過3,700億元。成份股幾乎全線上揚,龍湖(00960.HK)及百威亞太(01876.HK)升幅均超過一成;「ATMXJ」中則以美團-W(03690.HK)表現最佳,升超過9.8%,騰訊(00700.HK)升幅較少,但亦超過3.4%。表現最差則爲發盈警之石藥(01093.HK),股價逆市下跌超過4%。
港股繼續在「北水涌港」下造好,如狀況持續,則對市況依然帶來正面支持。另外今日新地(00016.HK)及港交所(00388.HK)將公佈業績,預期亦會成爲市場焦點。相信恆指仍會維持大漲小回格局,下方暫以22,900點爲支持。
(筆者持有Nvidia股份)~
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