植耀輝:美股偏軟 恆指短線還看A股
耀才證券研究部總監植耀輝稱,隔晚(10日)美股三大指數續偏軟,當中道指下跌0.35%,標普500指數及納指則分別下跌0.3%及0.25%。Nvidia(NVDA.US)續下跌近2.7%,臺積電(TSM.US)則在公佈11月數據後股價下跌3.6%。至於Alphabet(GOOGL.US)則宣佈推出一款量子芯片,股價大升5.6%。
至於港股及A股昨日均同樣高開低走,A股方面,上綜指及深成指分別高開2.6%及3.7%,不過升幅其後持續收窄,最終上綜指收報3,422點,上升0.59%,深成指升幅亦收窄至0.75%,收報10,812點,全日成交則增至2.2萬億元人民幣。港股則承接昨日升勢,恆指高開655點至21,070點,此亦是全日最高位;A股未能進一步上揚並回落,恆指升勢亦大幅放緩,午後更一度倒跌,最多曾跌106點,最終恆指亦以接近全日低位收市,報20,311點,下跌102點或0.5%;科指跌幅則達到1.4%,收報4,591點,全日成交急增至2,475.4億元。成份股跌多升少,表現最差爲信義光能(00968.HK)及龍湖(00960.HK),兩者股價跌幅均超4%,至於上升成份股則以金沙(01928.HK)表現最佳,升2.4%,值得一提的是吉利(00175.HK),股價一度創近三年高,最終仍能保持升勢,收報15.68元,升1.7%。
恆指昨日表現其實相當差,不過關鍵仍是中經會會否有利好措施公佈以及短期A股表現,畢竟港股與A股關連度甚高,而A股昨日未有如前日(10日)港股般急升,已或多或少反映內地投資者抱觀望態度。故此宜先留意中經會消息。若A股今日(11日)未能延續升勢,則恆指或會進一步失守20,000點關口。
(筆者爲證監會持牌人,持有Nvidia及臺積電股份)~
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