植耀輝:美股個別發展 恆指或持續弱勢
耀才證券研究部總監植耀輝稱,隔晚(13日)美股三大指數個別發展,投資者降低美聯儲局減息之預期,並觀望本週較後時間公佈之CPI數據表現。道指反彈358點,標普則微升,至於納指則受大型科技股普跌影響下,收報19,088點,下跌0.38%。
A股昨日反覆靠穩,上綜指全日大部分時間均下跌,尾市有所反彈,最終僅跌7點,收報3,160點;至於深成指則全日大部分時間於9,800點水平爭持,收報9,796點,微升一足一點。全日成交縮減至約9,660億元人民幣。
至於港股則維持弱勢,恆指甫開市即失守萬九點關口,早市更一度大跌近400點,最低見18,671點,午後跌幅雖有所收窄,不過全日計恆指仍跌190點或1%,收報18,874點,連續第六個交易日下跌。科指則跌0.91%,收報4,221點,全日成交則達到1,340億元。消費及本地地產股弱勢,不過芯片股則繼續有資金追棒,中芯(00981.HK)再升超過6%。
恆指「六連跌」後已失守萬九點關口。短期走勢仍不樂觀,尤其是利好消息欠奉,不確定因素卻增加之情況下,恆指恐會持續弱勢,並進一步考驗18,500點水平。
(筆者爲證監會持牌人,並未持有相關股份)~
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