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植耀輝:科技股季績主導美股 港股料高位續整固
阿思達克 07-28 09:14
耀才證券研究部總監植耀輝稱,美股三大指數上週五(25日)續有好表現,當中標普500指數連升第五個交易日並持續創新高,納指同樣創新高,至於道指亦升0.47%。全週計,三大指數均升超過1%。展望本週,聯儲局將進行議息會議,預期息率將維持不變;另外包括蘋果(AAPL.US)、Meta(META.US)及亞馬遜(AMZN.US)等在內之多間科技巨企將公布季績,表現及展望亦會對美股帶來一啟示。 A股方面,上週五上綜指及深成指走勢偏軟,前者下跌0.33%,收報3,593點,深成指則跌0.22%,收報11,168點,全日成交1.8萬億元人民幣。不過全週計,上綜指仍升1.7%,深成指亦累升2.3%,值得留意的是兩個指數已連升第五週。 至於港股上週五亦有所回吐,恆指低開135點後跌幅曾收窄至81點,不過很快跌勢又再度加劇,午後最多曾跌311點,低見25,355點;最終恆指收報25,388點,下跌278點或1.1%,科指則全日跌超過1.1%,收報5,677點,全日成交2,817.7億元。全週計,恆指仍累升562點或2.3%,科指亦累升2.5%,兩者均連升第三週。 由於美國與歐洲已達成貿易協議,投資氣氛有望進一步改善,執筆之時新加坡黑期暫企穩於25,400點之上。除外圍科企業績外,匯控(00005.HK)亦將公布上半年業績,其表現亦會左右港股去向。預期港股有望守穩於25,000點,若A股造好以及業績理想,則恆指有望挑戰25,800點以上。 (筆者為證監會持牌人,持有Meta股份)~
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