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植耀輝:美股個別發展 恆指今日有望挑戰21,500點
耀才證券研究部總監植耀輝稱,隔晚(11日)美股三大指數個別發展,道指及標普500指數上升,不過納指則偏軟,下跌0.36%。聯儲局主席鮑威爾在出席聽證會上表示不急於調整息率,另外投資者亦關注今晚公佈之CPI數據表現。 A股方面,滬深兩市皆有所調整,上綜指微跌0.12%,收報3,318點,深成指則跌0.69%,收報10,557點,兩市全日成交1.63萬億元人民幣。中芯(688981.SH)績前偏軟,至於寒武紀(688256.SH)則續升2.43%。 港股昨日亦未能延續連升勢.。雖然恆指開市仍能高開134點,其後更一度升至21,682點附近,不過很快由升轉跌,午後跌幅亦曾有所收窄,不過收市前跌幅又再有所擴大,最終恆指收報21,294,下跌227點或1%,科指則跌2.73%,收報5,142點,全日成交維持2,200億元水平。成份股跌多升少,舜宇(02382.HK)爲表現最佳成份股,升超過3%,不過吉利(00175.HK))等汽車股跌幅顯着,吉利大跌超過一成,理想-W(02015.HK))亦跌近5.6%。 投資者繼續憧憬DeepSeek概念,今早新加坡黑期亦有不俗表現,恆指料高開並有望重上21,500點,相信今早(12日)開市仍造好,只是能否延續仍要視乎A股表現。 (筆者爲證監會持牌人,並未持有相關股份)~
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