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植耀輝:關稅協議達成刺激美股造好 恆指有望再試高位
耀才證券研究部總監植耀輝稱,美股三大指數隔晚(23日)有好表現,美國與日本達成貿易協議,另外與歐盟之協議亦有望達成,利好投資氣氛。道指上升507點或1.14%,標普500指數及納指亦升0.78%及0.61%,並再創歷史新高。 A股昨日雖一度再創年內新高,不過尾市走勢轉弱,深成指更一度倒跌0.5%,最終收報11,059點,下跌0.37%,四連升後「斷纜」;上綜指同樣尾市走弱,不過收市仍能維持升勢,收報3,582點,微升不足一點。全日交投依然活躍,達到1.86萬億元人民幣。 相比之下,港股表現則更佳。恆指裂口高開218點後升幅曾有所收窄,不過隨着科技股受資金追捧下急升,恆指升幅亦持續擴大,早段最多便升超過389點,高見25,519點。收市前升幅亦大致維持,最終恆指收報25,538點,上升408點或1.62%,以全日最高位收市之餘亦連升第四個交易日,科指升則幅則達到2.5%,收報5,745點,全日交投相當活躍,達到3,331億元。 恆指已刷新年內新高,由於整體投資氣氛續見改善,港股仍有望續試高位,惟同時亦要留意A股行情。預期恆指或於25,500點水平先作整固,若A股能再有突破,則恆指有望挑戰25,800點或更高水平。 (筆者爲證監會持牌人)~
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