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植耀輝:美股造好關注數據表現 港股本週焦點騰訊(00700.HK)業績
阿思達克 08-11 09:51
耀才證券研究部總監植耀輝稱,美股上週五(8日)全線造好,投資者憧憬9月聯儲局有望減息,刺激美股上揚,當中又以科技股表現較佳,納指更再創歷史新高。全周計,道指累升1.4%,標普500指數則升逾2.4%,納指升幅更達到3.9%。展望本週,投資者將關注上月CPI數據,其表現對9月息口去向會有較大啓示,亦會左右美股走勢。 至於A股方面,上週整體表現不俗,上綜指一週計累升2.1%,深成指亦累升1.2%。本週五內地將公佈包括零售銷售等一系列經濟數據,若表現理想則有望進一步利好當前投資氣氛,對A股行情亦會有正面幫助。 港股上週同樣維持升勢。雖然上週五(8日)恆指未能守穩兩萬五關口,不過恆指於24,000點水平支持力不俗,除非A股表現轉差,相信恆指調整空間有限。本週其中一個焦點爲騰訊(00700.HK)等大型科企業績,如能有好表現則恆指料有望企穩並重上兩萬五關口。 (筆者並未持有相關股份)~
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