植耀輝:科技股造好納指揚 港股續觀望關稅消息
耀才證券研究部總監植耀輝稱,美股上週五(25日)續升,Alphabet(GOOGL.US)季績表現勝預期,刺激納指再升1.26%,至於道指及標普500指則分別上升0.05%及0.74%。展望本週,多間科技包括Meta(META.US)、Apple(AAPL.US)、微軟(MSFT.US)及亞馬遜(AMZN.US)將公佈季績,另外亦會公佈3月就業數據表現。
至於A股方面,滬深兩市全周計均能維持升勢,當中上綜指升0.56%,連續第二個星期上升;深成指則扭轉連續五星期之跌勢,累升1.38%。本週四(1日)爲內地五一長假,意味內地本週只得三個交易日,在長假期前夕,預期市況亦將轉趨淡靜。
港股方面,恆指上週受關稅戰氣氛有所緩和下跟隨外圍股市反彈,當中週三(23日)升幅便達到2.4%,不過其後大市於22,000點水平上落,最終恆指收報21,980點,一週累升2.74%,科指則累升近2%,收報4,982點。
投資者續關注中美貿易戰最新消息,另外正如上文提到,美企以及經濟數據亦會左右大市去向。預期恆指將續於22,000點水平上落,20,800至21,000點料續有不俗支持。
(筆者持有Meta股份)~
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