植耀輝:美國越南締貿易協議納指揚 港股反彈有望延續
耀才證券研究部總監植耀輝稱,美國公佈與越南達成貿易協議,消息利好投資氣氛,隔晚(2日)標普500指數及納指創歷史新高,分別升約0.5%及約0.9%,不過上日急升之道指則微跌10點。
A股方面,昨日走勢有所回落,上綜指全日窄幅上落,最終微跌2點,收報3,454點,深成指則全日均處跌勢,最終下跌0.6%,收報10,412點,全日成交1.38萬億元人民幣。
雖然A股表現一般,不過港股卻未見受影響,恆指高開232點後持續上揚,升幅更一度達到300點,惟升勢很快又「熄火」,升幅亦收窄至只得50點,其後於24,200點附近爭持,最終恆指收報24,221點,上升149點或0.62%,科指則受重磅科技股表現轉弱下,收報5,269點,下跌0.64%,全日成交2,402億元。
隨着美國與越南達成貿易協議,投資者將繼續關注未來會否有更多國家達成共識,相關狀況對投資氣氛或有一定支持;至於恆指近日走勢雖有所反覆,惟依然能守穩24,000點,只要能守穩該水平,後市仍有望挑戰24,500點。
(筆者爲證監會持牌人)~
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