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植耀輝:關稅陰霾困擾股市 港股短期兩萬關爭持
阿思達克 02-03 09:08
耀才證券研究部總監植耀輝稱,美股上週五(1月31日)先升後跌,早段受蘋果(AAPL.US)季績優於預期以及Nvidia(NVDA.US)回穩支持而造好,不過特朗普政府公佈將向加拿大等國家徵收關稅,美股亦隨即轉跌,道指最終跌0.75%,標普500指數及納指則分別下跌0.5%及0.28%。本週美國將公佈就業數據,料會再次成爲焦點,另投資者亦將繼續關注美國總統特朗普之言論。 港股在龍年最後一個交易日(1月28日)半日市窄幅上落,全日計恆指微升27點或0.14%,收報20,225點,科指則升0.77%,報4,723點,全日成交516.6億元。全月計,恆指累升165點或0.82%,反觀科指升幅則達到5.7%。 港股今日(2月3日)復市,由於A股週三始復市,在缺乏北水之情況下,外圍消息對港股之影響亦會較顯着。特朗普上週宣佈向中國、墨西哥及加拿大徵收關稅,利淡投資市場氣氛,今早亞太區股市均全數下跌,執筆之時新加坡黑期亦已回落至20,200點附近。由於關稅衍生之不確定性將仍困擾市場,預期短期港股暫於20,000點水平上落。 (筆者爲證監會持牌人,持有Nvidia股份)~
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