植耀輝:恆指短期走勢轉弱 納指創新高續強勢
耀才證券研究部總監植耀輝稱,內地最新公佈之經濟數據遜預期,上週之中經會亦缺乏驚喜,A股及港股昨(16日)皆未能止跌,當中上綜指及深成指分別下跌0.16%及1.3%,恆指及科指跌幅亦分別達到0.88%及1.45%。雖然年內人行降準機會不低,只是能否爲大市帶來正面支持現階段暫亦不會抱太大期望,畢竟過往推出之政策對經濟「三頭馬車」似未有帶來顯着成效,投資者亦唯有持續觀察未來內地會否有更多利好措施出臺。在此情況下,預期恆指將於19,000至20,000點上落。
至於隔晚(16日)美股三大指數走勢繼續分化,道指跌110點或0.25%,連續第八個交易日下跌,標普500指數及納指則續有好表現,當中納指升1.24%,再創歷史新高,投資者繼續觀望聯儲局議息結果。值得留意的是,納指七雄中Tesla(TSLA.US)、Alphabet(GOOGL.US)、Amazon(AMZN.US)及蘋果(AAPL.US)均創新高,反映科技股繼續有資金追捧,短期走勢有望續強。
(筆者爲證監會持牌人,並未持有相關股份)~
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