植耀輝:美股偏軟 留意A股復市表現
耀才證券研究部總監植耀輝稱,隔晚(5日)美股三大指數下跌,投資者繼續關注關稅消息,另外油價下跌亦拖累能源股表現。道指下跌98點或0.24%,標普500指數及納指則分別下跌0.64%及0.74%。
港股方面,恆指上週五表現不俗,投資者憧憬中美關稅問題有望得到降溫,受氣氛帶動,恆指最多曾升413點,高見22,532點,收市仍能企穩於22,500點之上,收報22,504點,上升385點或1.74%,科指亦升3.1%,收報5,244點。雖然港股通暫停,不過全日成交依然不俗,達到1,337.3億元。
展望大市表現,投資者焦點仍將集中於關稅最新發展,另外聯儲局本週亦將進行議息會議,預期維持息率不變,不過局方對息率未來去向以及經濟前景展望仍值得關注。此外今日(6日)A股將復市,表現亦會對港股有一定啓示。預期恆指將續於22,000至23,000點上落。
(筆者並未持有相關股份)~
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