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植耀輝:美股造好標普500創新高 恆指暫宜繼續觀望
阿思達克 01-23 09:14
耀才證券研究部總監植耀輝稱,隔晚(22日)美股三大指數繼續有好表現,當中標普500指數創歷史新高,收市升0.6%,納指升幅則達到1.28%,至於道指亦升0.3%。 A股昨日則普遍下跌,上綜指跌近0.9%,收報3,213點,深成指則跌0.77%,收報10,225點,全日成交逾1.14萬億元人民幣。 港股則「六連升」斷纜。受美國總統特朗普考慮向中國加徵10%關稅消息影響,恆指低開109點後初段表現反覆,曾反彈至20,022點,不過很快又再次失守兩萬關,午後走勢依然未見起色,恆指跌幅亦一度擴大至373點,最終恆指收報19,778點,下跌327點或1.63%,科指跌幅則達到2.4%,收報4,581點,全日成交則達到1,353億元。 經昨日之下跌,恆指又重回早前19,000至20,000點之區間。正如筆者近日所指,早前恆指之上升與投資者憧憬中美關係趨穩有關,惟特朗普最終亦向中方出手,考慮向中方徵收關稅之事宜,便令投資者再次關注中美最新狀況,因此港股與A股出現回吐亦正常,畢竟恆指由萬九點反彈至今累升超過一千點;後市則要繼續關注特朗普之言論,尤其是下週只得1.5個交易日,一旦特朗普再出新招,則對金融市場又會帶來衝擊。建議投資者在農曆長假期前,還是採取不變應萬變策略會較適合。 (筆者爲證監會持牌人)~
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