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植耀輝:美股偏軟納指挫1.2% 港股後市還看關稅消息
耀才證券研究部總監植耀輝稱,隔晚(3日)美股三大指數反覆下挫,道指跌0.28%,標普500指數及納指則分別下跌0.76%及1.2%。 至於港股昨日反覆靠穩,開市早段受亞太區股市下跌及關稅戰陰霾拖累,恆指低開176點後跌幅擴大,最多曾跌460點,低見19,764點,不過午後科技股有資金追捧,中芯(00981.HK)便大升超過一成,騰訊(00700.HK)亦由跌轉升,恆指跌幅亦一度收窄至只得3點。最終恆指亦僅跌7點,收報20,217點,科指則成功由跌轉升,收報4,737點,升0.3%。在欠缺北水下,大市全日成交仍達到1,250億元。 成份股中以中芯表現最佳,另外阿里-W(09988.HK)及聯想集團(00992.HK)亦分別升近6.5%及5.9%。不過濠賭股及內需股表現較差,金沙(01928.HK)及銀娛(00027.HK)大跌7%及5.9%,海底撈(06862.HK)及李寧(02331.HK)亦分別跌3.3%及2.9%。 由於美國暫緩對墨西哥及加拿大徵稅,消息利好夜期表現,執筆之時新加坡黑期亦已反彈至20,500點水平。不過要留意美國現時仍對中國徵收10%關稅,故與關稅相關之消息對港股依然會有較大影響。相信恆指20,000點會有強大支持,惟能否有所突破依然須視乎中美未來關係去向。 (筆者爲證監會持牌人,並未持有相關股份)~
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