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植耀輝:美股下挫Nvidia(NVDA.US)跌6% 港股整體氣氛未見改善
耀才證券研究部總監植耀輝稱,隔晚(7日)美股三大指數下跌,納指跌幅較顯着,接近1.9%,道指及標普500指數分別下跌0.4%及1.1%。焦點股Nvidia(NVDA.US)創新高後倒跌超過6%,其他科技股亦跌多升少。 A股昨日有不俗表現,上綜指及深成指午後雙雙造好,收市計,前者上升0.71%,收報3,229點,後者升幅則達到1.14%,收報9,998點,盤中一度重上一萬點關口,至於兩市成交金額則約1.07萬億元人民幣。 相比之下,恆指昨日表現則強差人意,主要是受騰訊(00700.HK)及小米-W(01810.HK)大跌拖累。恆指低開186點後跌幅逐步擴大,最多曾跌435點,低見19,252點;其後逐漸收復失地,不過全日計恆指仍跌240點,收報19,447點,科指則跌0.92%,收報4,354點,全日成交相當活躍,達到2,057.2億元。騰訊遭美國國防部列入軍方相關名單,消息拖累其股價一度急跌至376.6元,最終仍大跌7.3%收市;至於早前急升之小米-W(01810.HK)亦出現獲利回吐,股價最多大跌近一成,最終收報34.15元,下跌5.9%。事實上單兩隻股份已拖累恆指下跌近170點。相反中芯(00981.HK)則受資金追捧,股價收市升超過5%。 雖然昨日港股成交急增,不過整體投資氣氛未見改善之餘,股王騰訊急跌亦不利短期市況,除非短期內騰訊等科技股能有所反彈,否則以現時市況,恆指縱未必失守19,000點,但亦難突破兩萬點關口。 (筆者爲證監會持牌人,持有Nvidia股份)~
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