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植耀輝:中概股急跌 港股料有調整壓力
耀才證券研究部總監植耀輝稱,隔晚(24日)美股三大指數持續波動。道指反覆微升33點,標普500指數及納指則分別下跌0.5%及1.2%。微軟(MSFT.US)取消在美國租賃大型數據中心計劃,引發投資者關注AI基礎需求之擔憂,另外亦關注Nvidia(NVDA.US)季績表現。 A股方面,滬深兩市反覆偏軟,上綜指跌0.18%,收報3,373點,深成指亦微跌不足0.1%,收報10,983點,兩市成交相當活躍,達到2.08億元人民幣,連續第二個交易日超過2萬億元人民幣。 港股昨日則呈好淡拉鋸,恆指輕微低開後跌幅曾有所擴大,最多曾跌256點,不過很快又在科技股轉升下一度倒升超過210點,高見23,688點。其後大部分時間均缺乏方向並維持窄幅上落。最終恆指下跌136點或0.58%,收報23,341點,科指則跌1.2%,報5,789點,全日成交3,560億元。成份股中以內房股表現最佳,華潤萬象(01209.HK)及龍湖(00960.HK)分別上升7.8%及5.9%,濠賭股亦出現反彈,金沙中國(01928.HK)及銀河娛樂(00027.HK)分別上升5.2%及4.4%。至於下跌股份方面,藥明系急跌,藥明康德(02359.HK)及藥明生物(02269.HK)分別下跌10%及9%,早前急升之快手-W(01024.HK)及阿里健康(00241.HK)亦下跌超過5%。 由於隔晚美國上市之中概股股價顯着下跌,情況或會拖累港股今日(25日)表現,尤其是一衆近期急升之科技股。受此影響下夜期急挫,恆指今日或借勢有所調整,有機會下試23,000點附近。當然後市仍要視乎港股通南下資金動向,若持續大幅度流入則對港股有正面支持。 (筆者持有Nvidia股份)~
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