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植耀輝:美股反彈納指升1.5% A股復市成焦點
耀才證券研究部總監植耀輝稱,隔晚(4日)美股三大指數反彈,主要受科技股造好所致,納指升幅便達到1.35%;至於道指及標普500指數則分別上升0.3%及0.72%。個股方面,績優股Palantir(PLTR.US)股價急升24%並創新高,另外Nvidia(NVDA.US)股價亦靠穩,升1.7%。不過盤後AMD(AMD.US)及Alphabet(GOOGL.US)業績表現不及預期,兩者股價盤後顯着下跌。 港股方面,甫開市已裂口高開271點,其後更越升越有,最多曾升668點,高見20,885點。午後一度受國務院關稅稅則委員會宣佈,對美國部分進口商品加徵關稅消息影響,升幅收窄至不足80點,不過很快又再度發力上揚,最終恆指收報20,789點,上升572點或2.8%,科指升幅更超過5%,收報4,977點,全日成交達到1,618.75億元。多隻成份股升幅超過5%,當中申洲(02313.HK)、理想-W(02015.HK)及中芯(00981.HK)升幅更超過8%,另外中芯與小米-W(01810.HK)同創歷史新高。資金亦追捧大型科技股,「ATM」在成交配合下,升幅介乎3.9%至6%。 今日(5日)焦點則肯定是A股復市後之表現。觀乎中概股特別是DeepSeek概念股於近日走勢強勁,對A股亦會有正面支持,預期A股有較大機會紅盤高開;不過始終投資者依然關注中美貿易戰之最新發展,相信市況仍十分反覆,預期將續於20,000至20,800點水平上落。 (筆者爲證監會持牌人,持有Nvidia股份)~
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