植耀輝: 美股波動納指跌1.7% 港股續24,000關爭持
耀才證券研究部總監植耀輝稱,美股隔晚又再大幅波動,投資者觀望今日公佈之美國11月CPI數據,科技股沽壓顯着,Tesla大跌6%,納指亦中止連升三個交易日走勢,最終大跌269點或1.7%,至於道指基本持平,標普500指數亦跌33點或0.7%,收報4,667點。
至於港股表現,經過連跌三星期、累跌超過1,560點後,恆指本週有望迎來反彈,只是投資氣氛仍未見太大改善,加上昨日收市後有消息指美國商務部將於今日宣佈或將現時招股之商湯科技(00020.HK)列入制裁黑名單,消息或會影響今日港股投資氣氛,所以後市出現進一步突破的可能性料不高。反而A股走勢近來相當不俗,或多或少是與早前突然降準消息有關。在預期政策偏寬下,可留意內地券商股如中金公司(03908.HK)等之表現。
筆者並未持有相關股份~
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