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植耀輝:美股造好納指標普再破頂 今日焦點騰訊(00700.HK)業績
阿思達克 08-13 09:06
耀才證券研究部總監植耀輝稱,美國7月CPI數據大致符合市場預期,投資者對減息憧憬進一步升溫。受此因素支持,隔晚(12日)美股三大指數造好,當中道指升483點或1.1%,標普500指數及納指則分別上升1.1%及1.4%,兩者均再創歷史新高。 A股方面,滬深兩市繼續有好表現,當中上綜指全日均保持升勢,收市報3,665點,上升18點或0.5%,再創今年新高;深成指則反覆造好,雖然早市一度轉跌,不過午後又再度發力,最終以全日高位收市,升0.53%,收報11,351點,連升第二個交易日,兩者亦同創今年新高,成交金額則達到1.88萬億元人民幣。值得留意的是「寒王」寒武紀(688256.SH)午後升停板,股價高見848.88元人民幣,創歷史新高。 港股昨日走勢缺乏方向,恆指低開82點後很快已收復失地並倒升,惟很快又再度轉跌並刷新日內低位24,801點。其後隨着A股造好,恆指亦輾轉回升,午後升幅進一步擴大並曾突破兩萬五關口,最終恆指收報24,968點,上升62點或0.25%,科指則跌0.38%,收報5,439點,全日成交金額略爲增至2,154億元。 展望方面,由於隔晚美國CPI數據符預期,美股上揚,情況對今日港股料有利,相信恆指今日(13日)有望高開;不過大市焦點仍是騰訊(00700.HK)業績表現,另外A股能否維持強勢亦值得留意,相信港股今日將有望於25,000至25,200點水平上落。 (筆者爲證監會持牌人)~
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