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植耀輝: 就業數據左右美股去向 港股先看25,800點
阿思達克 08-31 11:39
耀才證券研究部總監植耀輝稱,美股上週繼續強勢,三大指數繼續錄得升幅之餘,道指亦成功扭轉年內跌幅,而標普500指數則連續第六個交易日再創歷史新高。全週計,道指上升2.6%,過去四週有三個星期均錄得升幅;至於標普及納指全週計均升超過3%,而標普本月累積升幅更達到7.2%,有望創下自1984年以來最佳8月表現。至於本週重要事項,則要關注8月就業報告,以及今日蘋果及Tesla股票拆細後之股價表現。

港股方面,上週五走勢續見反覆,早段一度由升轉跌,但午後卻突然飆升最多460點,不過收市前升幅又再收窄,最終僅升160點,全週計則累計上升308點。科技股繼續成為市場焦點,騰訊(00700.HK)、阿里(09988.HK)及美團(03690.HK)有所回落,但小米(01810.HK)卻繼續有資金追捧,上升5.4%。由於恆指成份股調整將於9月7日生效,相信阿里、小米及藥明(02269.HK)將繼續有被動資金跟進。

內銀股亦已陸續公布上半年業績,倒退已是預期之內,故相信今日股價亦不會有太大上落。雖說內銀現價估值不高,惟在下半年經營狀況仍存在眾多變數,預期淨息差仍會受壓,暫建議繼續觀望會較適合。

至於恆指表現,中美關係將繼續成為後市一大不確定性,另外A股表現對港股亦會有所啟示。預期港股將繼續於24,500至25,800點上落。

(筆者為證監會持牌人,持有阿里股份)~

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