植耀輝: 美國疫情嚴峻恐礙經濟 資金推動恆指先看二萬六
耀才證券研究部總監植耀輝稱,美股上周五(3日)因獨立日假期休市。雖然如此,但當地確診個案未見緩和之餘,感染人數再創新高,據美國約翰-霍普金斯大學發布的即時統計數據顯示,美國由7月1日至7月3日,連續三日的確診人數突破5萬人,另外佛羅里達州和德克薩斯州單日新增個案,於7月4日分別錄得11,458宗和7,890宗,打破單日確診紀錄,就連總統特朗普長子之女友亦確診,反映當地疫情之嚴峻。而當地接近20個州份已宣布暫停解封計劃以遏制疫情擴散,部分州份也採取額外措施控疫情。
回說港股方面,上周表現相當不俗,強勢股騰訊(00700.HK)及港交所(00388.HK)仍然有資金追捧並續創新高。事實上,由於南下資金鐘情相關股份,如狀況持續,將繼續利好港股氣氛之餘,令港股可進一步挑戰高位,惟港股近期累積升幅實在不少,而且中美關係依然是後市其中一大變數,預期恆指將於25,000至26,000點水平上落。
(筆者為證監會持牌人,並未持有相關股份)~
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