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植耀輝:美股聚焦就業數據 港股區間上落不變
耀才證券研究部總監植耀輝稱,美股三大指數上週五(3日)在科技股造好下有好表現,不過全周計道指累跌0.6%,標普500指數及納指則分別下跌0.48%及0.51%。本週美股將公佈一系列經濟數據,當中又以週五公佈之就業數據表現最受關注。 港股及A股上週雙雙下跌。A股方面,上綜指及深成指上週顯着下跌,前者一週累跌5.55%,深成指跌幅更達到7.16%,並失守一萬點關口。港股則雖然上週五有所反彈,恆指及科指分別收報19,760點及4,403點,上升0.7%及1.1%,不過全周計兩者仍分別累跌1.64%及2.99%。 成份股中以小米-W(01810.HK)表現最佳,升幅達6.15%,其股價亦創上市新高;至於油股亦有不俗表現,「三桶油」升幅均超過1%。下跌成份股則以金沙中國(01928.HK)表現最差,一週計跌幅達到9.33%,另信義玻璃(00868.HK)跌幅亦超過9%。 雖然上週港股下跌,不過暫時仍維持在19,000至20,000點區間上落,因此只要未有進一步失守下方支持,意味恆指上落市格局未變。唯有較令筆者在意是A股表現,若未能扭轉跌勢,則仍會左右港股後市表現。此外人民幣匯價近期走弱亦值得關注。在存在較多變數之情況下,相信短期恆指將續於現水平上落。 (筆者爲證監會持牌人,並未持有相關股份)~
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