植耀輝:關稅陰霾困擾美股 恆指兩萬四關口爭持
耀才證券研究部總監植耀輝稱,美股上週受關稅消息拖累下跌,不過跌幅亦相當有限,道指累跌約1%,不過標普500指數及納指則僅跌0.3%及0.1%。值得一提的是Nvidia(NVDA.US),股價持續創新高之餘其市值已突破4萬億美元,成為全球市值最高之上市公司。本週美國亦將踏入業績公布期,加上美歐及美加之關稅最新消息,預期美股市況將變得波動。
相比之下港股及A股上週整體表現則不俗。A股方面,上綜指及深成指連續第三個星期上揚,當中上綜指累升1.1%,收報3,510點,深成指則累升1.8%,收報10,696點。值得留意上週五兩市成交達到1.7萬億元人民幣為近月新高,反映投資氣氛進一步改善。
港股上週同樣有好表現,恆指便曾突破24,500點水平。一週計則恆指及科指分別累升0.94%及0.62%。展望本週,內地將公布一系列重磅經濟數據包括第二季經濟增長(GDP)等,另外上文提到之關稅消息亦會左右投資氣氛。預期恆指將繼續維持拉鋸,於24,000點附近爭持。
(筆者為證監會持牌人,持有Nvidia股份)~
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