植耀輝:恆指維持整固格局 今日焦點人大會議開幕
耀才證券研究部總監植耀輝稱,隔晚(4日)關稅陰霾繼續拖累美股表現。道指再跌670點或1.55%,過去兩個交易日下跌超過1,300點或3%;至於標普500指數及納指則分別下跌1.22%及0.35%。美國總統特朗普將於本港時間今早(5日)發表任內首場演說,美股短期將仍會相當波動。
A股方面,上綜指及深成指昨日午後均能扭轉早段跌勢,上綜指升0.22%,收報3,324點,深成指則升0.28%,收報10.,679點,不過兩市成交有所縮減,只得1.44萬億元人民幣。
至於港股全日表則較反覆,恆指低開328點後跌幅一度擴大至458點,不過隨着A股跌幅持續收窄,以及個別科技股如騰訊(00700.HK)反彈,限制大市跌勢,恆指午後更一度倒升44點,重上23,000點水平。其後則大致上於22,900至23,000點拉鋸,最終恆指收報22,941點,下跌64點或0.28%,科指跌幅則不足1點,報5,535點,全日成交持續縮減至2,695億元。
由於今早特朗普將有重要演講,相關消息將會對投資市場帶來影響;同時全國人大會議亦將於今早9時開幕,國務院總理李強將發表政府工作報告,投資者預期將觀望相關消息。預期恆指短期將續於22,500至23,000點整固。
(筆者並未持有相關股份)~
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