植耀輝: 美股急跌逾千點 港股今考驗26,500點
耀才證券研究部總監植耀輝稱,美股隔晚(24日)急跌,受疫情全球擴散以及擔心經濟前景,道指便大跌1,031點或3.6%,收報27,960點,標普500指數及納指跌幅亦超過3%,分別收報3,225點及9,221點。至於歐洲股市跌幅亦介乎3.3%至4%,當中德國DAX指數跌幅便達到4%。
港股昨日亦顯著回落,投資者關注疫情會否拖累環球經濟表現。最令筆者感到憂心,是日本及南韓疫情正進一步惡化,後者的情況更受關注。事實上,疫情一旦影響工業生產及經濟活動,所帶來的衝擊將難以想像。韓國佔全球DRAM與NAND Flash(快閃記憶體,一般應用於手機及電腦)供應比重分別高達70%及40%以上,另外亦壟斷AMOLED面板(同樣用於智能手機上)全球供應。雖然近年內地急起直追,部分企業如京東方加大研發,但現時三星在手機用AMOLED市場仍維持至少85%以上市佔率,所以所帶來之潛在影響實不容忽視。
除此以外,美股開始出現調整亦對港股帶來壓力,特別是騰訊(00700.HK)。事實上,騰訊股價年初至今仍累升4%,相比之下恆指累跌4.7%,某程度上是受納指科技股強勢所支持。惟納指上周亦開始出現震盪,一旦出現較深調整,相信騰訊沽壓仍大,短期且看恆指能否守穩26,500點支持。
(筆者為證監會持牌人,並未持有相關股份)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.