植耀輝:美股下挫納指跌2.2% 港股24,000點支持力強
耀才證券研究部總監植耀輝稱,美國7月非農數據遠遜預期,另外亦大幅向下修訂5月及6月份非農數據,衝擊美股表現,道指再跌542點,連續第五個交易日下跌,標普500指數及納指亦分別下跌1.6%及2.2%。本週繼續有多間美國企業公布季績,當中包括麥當勞(MCD.US)、Caterpillar(CAT.US)、AMD(AMD.US)及超微電腦(SMCI.US)等,表現料會左右美股去向。
至於A股方面,上週五上綜指及深成指表現偏軟,前者跌0.37%,後者則跌0.17%,兩市成交約1.6萬億元人民幣。全週計則上綜指累跌0.94%,深成指亦累跌1.58%,兩大指數在連升五個星期後終斷纜。
港股上週亦出現調整,恆指週五(8月1日)再跌265點,收報24,507點,4個交易日累計下跌1,054點。最終全週計恆指累跌880點或3.5%,科指累計跌幅更達到4.9%。展望本週,由於美股上週五急跌,投資氣氛料有所轉淡,加上短期缺乏利好消息,預期恆指仍有調整空間,不過24,000點支持力不弱,相信恆指本週表現有望轉穩。
(筆者為證監會持牌人,並未持有相關股份)~
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