植耀輝:標普500指數「四連跌」 今日焦點《財政預算案》
耀才證券研究部總監植耀輝稱,隔晚(25日)美股三大指數走勢繼續分化,道指持續反彈,納指及標普500指數則跌至近一個月低位,當中標普500指數爲連續第四個交易日下跌。投資者關注週三(26日)收市後Nvidia(NVDA.US)業績表現。
港股及A股亦有所調整。A股方面,滬深兩市全日均保持跌勢,上綜指跌0.8%,收報3,346點,深成指跌幅則達到1.2%,收報10,854點,全日成交雖未如前兩個交易日般超過兩萬元人民幣,但仍達到1.9萬億元人民幣。多個板塊偏軟,不過寒武紀(688256.SH)則逆市上升1.28%,收報790.38元人民幣,其股價更一度升至818.87元人民幣,再創歷史新高。
港股則反覆下跌超過300點。恆指低開625點後持續反彈,跌幅一度收窄至92點,不過午後隨着重磅科技股跌勢再次擴大,加上A股走勢亦轉弱,恆指最終仍維持超過300點跌幅,收報23,034點,下跌307點或1.32%;科指亦跌近1.6%,收報5,698點,全日成交3,295.5億元。成份股中以汽車股表現較佳,理想-W(02015.HK)受新車i8消息刺激,以及南下資金積極掃貨下急升超過12.5%,吉利(00175.HK)及小米-W(01810.HK)亦升超過3%;攜程-S(09961.HK)則是表現最差成份股,去年業績表現未有帶來驚喜,拖累股價急跌近12%。
港股昨雖出現調整,不過在跌至22,700點附近即見買盤吸納,反映低位承接力不弱。支持大市之最主要動力來自港股通南下資金,只要「北水」繼續涌港,在資金支持下相信港股仍有望維持「大漲小回」格局。另外今日財政司司長將公佈新一份《財政預算案》,相關消息亦會對大市氣氛有一定影響。
(筆者持有Nvidia股份)~
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