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植耀輝:Nvidia反彈美股造好 恆指續區間拉鋸
耀才證券研究部總監植耀輝稱,隔晚(5日)美股三大指數續升,當中道指升幅達到0.7%,標普500指數則升0.39%。納指升幅相對輕微,僅0.2%,主要受累於Alphabet(GOOGL.US)及AMD(AMD.US)績後股價下挫,不過Nvidia(NVDA.US)股價造好抵銷部分跌勢。 至於A股首日復市高開低走,上綜指高開0.6%後很快由升轉跌,午後跌幅曾擴大至0.93%,收市則報3,229點,下跌0.65%;深成指則早段大致維持升勢,午後亦曾倒跌,收市靠穩,微升0.1%,報10,164點,全日成交約1.29萬億元人民幣。 港股昨日走勢偏軟,低開37點後跌勢加劇,最多曾跌372點,低見20,417點,午後跌幅明顯收窄,並維持約200點跌幅,最終收報20,597點,下跌192點或0.92%,科指則跌0.95%,收報4,930點,在港股通恢復下,大市成交增至1,922.1億元。成份股跌多升少,當中聯想集團(00992.HK)、東方海外(00316.HK)及中升控股(00881.HK)爲表現最佳成份股,升幅超過3%;內需股則沽壓顯着,農夫山泉(09633.HK)及蒙牛(02319.HK)分別下跌6.9%及4.6%。出遊概念股攜程(09961.HK)亦跌近6.4%。 中美關係依然是市場焦點,另外A股走勢亦對港股有較大啓示。預期恆指暫仍維持區間拉鋸20,000點關口爲短線支持,20,800點之上預計阻力仍不少。 (筆者爲證監會持牌人,持有Nvidia股份)~
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