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植耀輝:美股偏軟芯片股捱沽 港股現水平先行整固
阿思達克 08-06 09:01
耀才證券研究部總監植耀輝稱,美國總統特朗普表示將宣布對藥品及半導體關稅。受此影響相關板塊下跌,並拖累美股三大指數隔晚(5日)下跌。當中道指跌0.14%,標普500指數及納指跌幅則較大,分別下跌0.49%及0.65%。值得一提的是Palantir(PLTR.US),業績表現理想以及上調全年營收目標,股價升7.85%並創新高。相反盤後AMD(AMD.US)及超微電腦(SMCI.US)公布之季績表現遜預期,股價盤後分別大跌超過6%及16%。 至於A股昨日表現不俗,上綜指全日均保持升勢,最終收報3,617點,上升34點或0.96%;深成指同樣有好表現,午後走勢亦有所轉強,收報11,106點,上升0.6%,值得留意的是兩大指數均以全日最高位收市。兩市總成交約1.6萬億元人民幣。 港股同樣有理想表現,恆指輕微高開後雖曾倒跌,不過隨著A股走勢轉佳,恆指很快又倒升,最多曾升超過190點,高見24,925點。尾市升勢略為回順,但全日計恆指仍升24,902點,上升169點或0.68%,科指亦在大部分成份股上升造好,升0.73%,收報5,521點,全日成交約2,994億元。 正如筆者週初所指,雖然港股早前由高位回調超過一千點,但整體形勢並不差,同時24,000點水平會有不俗支持;而經過去兩個交易日之反彈後,恆指現時已重上24,900點水平。當然,恆指要再作突破不易,畢竟恆指25,000點阻力不輕,何況投資者正觀望大型科企業績表現。在此情況下,相信港股有較大概率於24,500至25,000點水平先行整固,待下週騰訊(00700.HK)等科企公布季績後始會有更明確方向。 (筆者為證監會持牌人,持有Palantir股份)~
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