植耀辉: 港股微跌成交旺 恒指续於27,500点上落
耀才证券研究部总监植耀辉称,受纽交所再次撤消中资三大电讯股ADR消息,以及有传美国或考虑将阿里巴巴(09988.HK)及腾讯(00700.HK)列入黑名单,消息令科技股急挫,连带拖累昨(7日)大市表现。虽然金融股走势不俗,汇控(00005.HK)更升4.6%,只是亦未能扭转恒指跌势,最终恒指下跌143点,收报27,548点,成交继续维持畅旺,金额达到2,278亿元。
电讯股及科技股走势欠佳,ATM中阿里巴巴下跌3.9%,腾讯则在竞价时段「质低」至全日最低位568.5元收市,下跌4.7%,美团(03690.HK)跌幅则较少,下跌0.6%;不过三大中资电讯股跌势则颇夸张,中移动(00941.HK)下跌7.2%,中电信(00728.HK)则达到9.4%,但轮跌幅则中联通(00762.HK)跌幅最大,达到11.36%。
监於大市去向仍受到美国针对中企之行为左右,所以短期内科技股表现仍会较反覆,以至大市走势亦会受到影响,不过港股市底似乎亦不俗,A股表现加上金融股走强对港股亦有一定稳定作用,而且隔晚美股亦有好表现,对港股亦属正面,预期恒指将暂继续於27,500点附近上落。
(笔者为证监会持牌人,持有阿里巴巴及腾讯股份)~
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.