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植耀輝:關稅戰陰霾美股急跌 恆指續高位整固
耀才證券研究部總監植耀輝稱,隔晚(3日)美股三大指數弱勢未改,納指跌幅更達到2.6%,年初至今累跌近5%;標普500指數及道指亦分別下跌1.76%及1.5%,當中標普500指數年初至今亦由升轉跌。美國總統特朗普宣佈如期向墨西哥及加拿大徵收關稅,利淡投資氣氛。 港股及A股昨日均先升後回。A股方面,深成指一度升逾1.8%,惟午後走勢轉差之餘更一度倒跌,收市前有所反彈,最終收報10,649點,升0.36%;上綜指則午後未能維持升勢,最終跌0.12%,收報3,316點,全日成交1.62萬億元人民幣。 至於港股昨日走勢反覆,高開193點後維持強勁,最多曾升至23,405點,不過隨着科技股特別是中芯(00981.HK)及小米-W(01810.HK)急跌,以及A股回落,恆指亦一度倒跌近80點。隨着ATM回升,以及內需股造好,恆指最終仍維持升勢,收報23,006點,上升64點或0.28%,不過科指未能扭轉跌勢,最終收報5,535點,下跌0.58%,全日成交則顯着縮減至3,019億元。 雖然恆指昨日整體表現一般,不過南下資金依然活躍,另外內需板塊有資金吸納,反映市場憧憬兩市或有利好消息出臺。受此等因素支持,恆指續有望維持於現水平約23,000點附近作高位整固。 (筆者並未持有相關股份)~
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