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植耀輝:Nvidia(NVDA.US)造好納指破頂
耀才證券研究部總監植耀輝稱,隔晚(15日)美股三大指數表現不一,道指受金融股拖累跌近1%,標普500指數亦跌0.4%,不過在Nvidia(NVDA.US)造好支持下,納指仍能升0.18%並再創新高。 A股昨日個別發展,深成指全日大部分時間均維持升勢,最終收報10,744點,上升0.56%,不過上綜指則走勢偏軟,盤中一度跌超過1%,收市計仍跌超過0.4%,收報3,505點,全日總成交超過1.6萬億元人民幣。 港股昨日亦有好表現,恆指高開78點後受科技股帶動之下升幅擴大至352點,高見24,555點,其後雖一度轉跌,不過科技股尤其是阿里-W(09988.HK)急升近7%,刺激恆指尾市再度突破24,500點水平,最終更以全日最高位收市,報24,590點,上升386點或1.6%;科指升幅更達到2.8%,收報5,431點。大市成交亦相當活躍,達到2,884億元。 雖然港股昨日出現突破,不過能否延續升勢仍要視乎科技股是否有力再升以及A股表現。若恆指能延續升勢,則有望挑戰年內高位亦即24,874點水平。另外昨日收市後泡泡瑪特(09992.HK)發盈喜,預期上半年收入及溢利分別增加不低於200%及350%,相信股價今日(16日)有望受惠,且看能否突破早前283.4元之歷史高位。 (筆者為證監會持牌人,持有Nvidia股份)~
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