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植耀輝:關稅陰霾美股下挫 恆指21,000點整固
阿思達克 02-10 08:55
耀才證券研究部總監植耀輝稱,美股上週五(7日)下跌,美國總統特朗普宣佈將向多國實行對等關稅。受此影響,美股三大指數下挫,道指跌近1%,標普500指數及納指亦分別下跌0.95%及1.36%。 A股方面,上週五滬深兩市均造好,當中上綜指升近1%,深成指亦升1.75%,兩市總成交接近2萬億元人民幣。一週計,上綜指累升1.63%,深成指累升則達到4.13%,以升幅計爲去年4/11以來最佳。 港股上週五亦有理想表現,在包括小米-W(01810.HK)在內之科技股造好支持下,恆指突破21,000點關口,最高曾升至21,213點,爲去年11月8日以來最高;收市則報21,133點,上升241點或1.16%,科指則升1.8%,收報5,150點,成交達到2,463.7億元。全周計,恆指累升4.5%,科指升幅更達到9%。 內地及本港股市近月升勢強勁,離不開DeepSeed概念。參照美股近年上升原因亦是由AI相關概念所帶動,可以預期相關憧憬對後市或會仍有一定支持。惟仍需留意北水去向,畢竟北水對相關板塊之助力十分明顯。另外特朗普最新公佈之關稅措施亦不利市場氣氛。預期恆指將續於21,100點上落。 (筆者爲證監會持牌人,並未持有相關股份)~
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