植耀輝:美股造好標普創新高 美團(03690.HK)績差大市料添壓
耀才證券研究部總監植耀輝稱,隔晚(27日)美股在Nvidia(NVDA.US)公布業績前表現不俗,在科技股支持下,三大指數均可保持升勢,當中標普500指數升0.24%並再創新高,道指及納指則分別上升0.32%及0.21%。
A股昨日則出現調整。上綜指及深成指早段個別發展,上綜指偏軟,深成指則一度衝高至12,665點,不過午後兩者走勢均轉差之餘,收市前跌幅更進一步擴大,最終上綜指下跌1.76%,險守3,800點水平,深成指則跌1.43%,收報12,295點,兩大指數均以全日最低位收市,兩市成交則繼續暢旺,達到3.17萬億元人民幣。
港股走勢同樣有所轉弱。恆指早段持續有好表現,高開101點後升幅有所擴大,不過隨著A股走勢轉弱,以及醫藥股及科技股跌勢顯著,恆指午後亦由升轉跌,最多曾下跌超過380點,低見25,140點,最終收報25,201點,下跌323點或1.3%,科指則跌1.5%,收報5,697點,全日成交增至3,714億元。
雖然Nvidia業績表現理想,惟未能為市場帶來驚喜,股價盤後下跌3%;另外昨日收市後美團-W(03690.HK)業績遠遜預期,恐怕會為大市帶來一定壓力,且看A股表現能否為港股帶來正面幫助;至於兩萬五關口料會有一定支持,惟一旦失守則有機會進一步下試24,700點水平。
(筆者為證監會持牌人,持有Nvidia股份)~
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