植耀輝:美股變化不大 恆指續有望上試24,500點
耀才證券研究部總監植耀輝稱,隔晚(9日)美股三大指數變化不大,道指收市微跌1點,標普500指數則升不足0.1%,納指表現較佳,但亦僅升0.3%。
A股方面,上綜指及深成指均有好表現。雖然內地最新公布之經濟數據好壞參半,但在投資者憧憬中美貿易談判之氛圍下,A股依然有不俗升幅,當中上綜指升0.43%,收報3,399點,深成指升0.65%,收報10,250點,全日成交超過1.29萬億元人民幣。
至於港股方面,在憧憬中美貿易談判之氛圍下,恆指昨日開市不久已突破24,000點,其後亦在美團-W(03690.HK)及快手-W(01024.HK)等科技股急升支持下以全日最高位收市,最終恆指收報24,181點,上升388點或1.6%,科指升幅則達到2.8%,收報5,433點,全日成交相當暢旺,達到2,458.3億元。由於大市走勢有所突破,資金追入強勢科技股亦正面。不過關鍵仍是中美貿易協議要有利好消息,假設再釋出正面訊號,則大市有望進一步挑戰24,500點水平,惟一旦預期落空,則大市或會再度回落至23,000至24,000點區間。
(筆者並未持有相關股份)~
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