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植耀輝:Alphabet(GOOGL.US)急升納指造好 A股去向宜留意成交變化
阿思達克 09-04 09:19
耀才證券研究部總監植耀輝稱,隔晚(3日)美股三大指數個別發展。納指受Google母公司Alphabet(GOOGL.US)急升9%刺激,上升超過1%,標普500指數則升0.51%。道指走勢表現則一般,微跌24點。 A股連續第二個交易日出現調整。上綜指輕微高開後很快轉跌,午後跌幅亦有所擴大,最終收報3,813點,下跌1.2%;深成指早段走勢反覆,一度反彈超過0.9%,其後又再度轉跌;午後雖曾低位反彈,不過最終仍跌近0.7%,收報12,472點,全日成交縮減至2.36萬億元人民幣。 港股同樣連跌第二個交易日。恆指高開164點後升幅隨即擴大至近300點,高見25,789點,不過升勢未能延續,開市半小時後恆指已由升轉跌,其後跌幅更不斷擴大,午後最多跌219點,低見25,276點,收市前有所反彈,不過全日計恆指仍跌153點或0.6%,收報25,343點,科指亦跌0.78%,收報5,683點,全日成交金額減至2,677億元。 雖然港股及A股「兩連跌」,不過調整幅度暫亦有限,筆者更關注為內地成交金額變化情況,皆因A股以散戶投資者為主,成交縮減或意味投資者入市熱潮或有所冷卻,當然亦可能是與兩融規模有所回落有關。照現時情況來看,除非A股出現顯著回調,否則恆指料有望維持高位整固,亦即於25,000至25,700點附近爭持。 (筆者為證監會持牌人)~
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