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植耀輝:美股觀望科企季績 恆指挑戰兩萬五關口
耀才證券研究部總監植耀輝稱,美股上週五(18日)個別發展,道指受美國可能向歐盟徵收至少15-20%關稅影響偏軟,至於標普500指數及納指變化不大。全週計,道指微跌不足0.1%,標普500指數及納指則分別上升0.59%及1.51%。展望本週,投資者將繼續關注關稅消息,此外Tesla(TSLA.US)及Alphabet(GOOGL.US)等亦將陸續公布季績,表現對科技股走勢亦會有所啟示。 港股與A股上週表現亦相當不俗。A股方面,深成指及上綜指均連續第四個星期上升,前者一週計累升超過2%,上綜指亦升0.69%。經近期連番上升下,上綜指年初至今累升5.45%,深成指則升近4.8%。港股亦有好表現,恆指收報24,825點,累升686點或2.84%;科指升幅更達到5.5%,收報5,538點。 展望本週港股表現,恆指上週五表現初見突破,上週五夜期亦曾升破25,000點關口,執筆之時新加坡黑期亦升至24,900點水平。短期表現依然留意A股行情,不過正如早前所指,在未有太多實質利好消息之前,25,000點依然有一定阻力,預期大市將有較大機會於25,000點關口爭持。 (筆者為證監會持牌人)~
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