植耀輝:關稅陰霾 港股今再受壓
耀才證券研究部總監植耀輝稱,隔晚(8日)美股繼續出現大幅波動。開市早段道指一度急升1,461點,不過隨着投資者再度擔憂關稅消息,三大指數全數倒跌,跌幅亦再次擴大。最終道指倒跌0.84%,標普500指數及納指跌幅則達到1.57%及2.15%。
A股昨日大致向好。上綜指全日大部分時間均保持升勢,收報3,145點,上升1.58%;深成指則全日維持好淡爭持,尾市走勢有所轉強,最終升0.64%,報9,424點,全日成交約1.6萬億元人民幣。
至於港股全日走勢則相當反覆,恆指高開329點後升幅度擴大至625點,至20,454點,不過午後走勢又再度轉弱,盤中亦一度倒跌83點,最低見19,745點。但隨着A股尾市發力,加上歐洲股市開市反彈,恆指又再度受支持,最終怛指收報20,127點,上升299點或1.51%,科指升幅則達到3.8%,收報4,568點,全日成交依然活躍,達到4,331.6億元。
由於隔晚美股大幅波動,氣氛對今日(9日)港股亦有負面影響。另外,內地接連推出多個「撐市」措施,包括人行支持中央匯金增持ETF,另外多間大型國企亦宣佈斥資回購股份等,對穩定大市有一定助力,只是左右大市最關鍵仍是關稅戰消息。由於美國宣佈將對中國徵收104%關稅,執筆之時恆指黑期已失守19,000點水平,恐怕今日港股會再度受壓,並進一步失守250天線亦即19,500點水平。
(筆者並未持有相關股份)~
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