植耀輝:美股造好道指重上44,000點 恆指20,300點阻力不輕
耀才證券研究部總監植耀輝稱,隔晚(21日)美股三大指數造好,道指升1.24%,重上44,000點,標普500指數及納指則分別上升0.88%及0.65%。值得一提的是Nvidia(NVDA.US),其股價上升2.27%,其市值再次超越蘋果(AAPL.US),成爲全球上市公司第一;反觀蘋果公司股價下跌3.2%。
至於A股方面,滬深兩市高開後走一度轉跌,當中深成指最多曾跌近0.5%,其後反彈,午後仍能維持升勢,最終收報10,305點,上升0.48%;上綜指則大部分時間維持跌勢,收市微跌1點,報3,242點,全日成交1.2萬億元人民幣。
港股則延續近日上升勢頭,高開203點後雖曾輕微倒跌5點,不過在科技股表現下恆指最多曾升近280點至20,205點。午後維持超過150點升幅,最終恆指收報20,106點,上升180點或0.91%,科指升幅則達到2.14%,收報4,693點,全日成交1,480億元。芯片相關股依然受到追捧,中芯(00981.HK)及中興(00763.HK)分別再升6.4%及7.2%;手機設備股亦急升,舜宇(02382.HK)及比亞迪電子(00285.HK)便升7.3%及4.9%。
港股能有不俗表現,恆指甚至「六連升」,主要是市場憧憬美國總統特朗普未有向中國徵收關稅之故,不過根據以往經驗,特朗普行事作風相當難捉摸,執筆之時便有消息指或會於1/2起對中國加徵10%關稅。另外由於恆指近日已累升不少,現階段再上空間似乎不多,相信20,300點之上阻力將增加,故暫亦維持觀望。
(筆者持有Nvidia股份)~
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