植耀輝:美股三大指數齊升1% 恆指有望挑戰24,400點
耀才證券研究部總監植耀輝稱,隔晚(24日)美股三大指數造好。中東局勢緩和,加上聯儲局主席鮑威爾在國會聽證會上釋出「七月可能減息」之言論,利好市場氣氛,道指升1.2%,標普500指數及納指亦升1.1%及1.4%。現時標普500指數距離歷史高位僅不足1%而已。
至於A股昨日亦有理想表現。上綜指早段已升破3,400點水平,其後升勢持續,最終收報3,420點,上升38點或1.15%,深成指全日維持高位,最終收報10,217點,上升1.7%,大市成交顯着增加至1.4萬億元人民幣。
港股升勢則更佳。恆指高開143點後升幅持續擴大,重上24,000點後升勢未止,最多曾升至24,229點水平,尾市依然維持理想升幅,最終恆指收報24,177點,上升487點或2.1%,科指升幅亦相若,收報5,297點,上升2.14%,全日成交相當活躍,達到2,404.8億元。
雖然昨日已預期中東形勢轉穩有利整體市況,不過對恆指能有如此升勢仍感到有點意外。只是由於缺乏其他利好消息,預期市況仍將於現水平先行整固。另支持港股之其中一個催化劑爲A股表現,若A股能繼續造好,則對港股後市亦有一定支持,暫以前高位亦即約24,400點附近爲短期反彈目標。
(筆者爲證監會持牌人)~
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