植耀輝:外圍焦點央行議息 港股兩萬關續拉鋸
耀才證券研究部總監植耀輝稱,美股上週五(13日)走勢變化不大,標普500指數微跌不足1點,道指則跌0.2%,納指則在科技股造好下升0.12%。Broadcom(AVGO.US)營收表現超預期,股價急升之餘市值更首度突破1萬億美元。
港股及A股上週五出現較大跌幅。A股方面,上綜指及深成指跌幅均達到2%,前者最終跌2%,深成指則跌近2.2%,成交金額則超過2萬億元人民幣。全周計,上綜指下跌0.36%,深成指則跌0.73%。港股則上週五曾失守兩萬關,中經會未有帶來更多政策憧憬,港股沽壓顯着,恆指最多曾跌近470點,低見19,927點,最終收報19,971點,下跌425點或2.1%,科指亦跌超過2.6%,收報4,479點。今日(16日)內地將公佈一系列包括零售銷售等之經濟數據,一旦數據遜預期,則或會加大投資者對經濟前景之擔憂,對後市不利。另外,聯儲局等央行亦會相繼公佈議息結果,當中亦以聯儲局議息結果最受關注。相信恆指在缺乏利好催化劑下走勢暫難有憧憬,預期將繼續於20,000點附近上落。
(筆者爲證監會持牌人)~
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