You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀輝:聯儲局議息結果成焦點 港股續波動
耀才證券研究部總監植耀輝稱,美股上周五續波動,地區銀行股價再度急跌,拖累金融股表現,道指下跌384點或1.2%,標普500指數及納指亦分別下跌1.1%及0.7%。不過全周計,標普500指數及納指仍能分別累升1.4%及4.4%,道指則微0.2%。投資者繼續關注金融股消息,執筆之時瑞銀宣布以30億瑞士法朗收購瑞信(CS.US),至於SVB亦傳出多個消息。當然聯儲局議息結果仍是市場一大焦點。 至於港股,上周表現呈好淡拉鋸,上下波幅不足700點。SVB及瑞信事件一度引發全球金融市場震盪,國際金融股股價亦大幅波動;但隨著央行出手以及大型金融機構釋出流動性,帶來之衝擊亦逐漸消退。不過,本周港股仍面對相當多不確定性,聯儲局議息會議結果將會對金股匯市場帶來挑戰,而騰訊(00700.HK)及美團-W(03690.HK)等大型科企業績表現亦會對市有相當啟示。此外,騰訊早前分派美團之股份亦將於本周五派送,對美團股價可能又會帶來一定衝擊。故雖然上周五(17日)人行突然宣布降準0.25厘,但市況在周初相信仍傾向好淡拉鋸,待本周後期可能才會有一較清晰方向。 (筆者為證監會持牌人,並未持有相關股份) ********** 金融危機有所緩解 變數多港股續觀望 耀才研究部稱,歐美股市上周續受金融股拖累全線下挫,但隨著瑞銀宣布收購瑞信(CS.US),多國央行亦同意聯手向市場增加流動性供應,當前金融危險有望得到緩解,執筆之時美期已出現反彈;而市場焦點亦將轉至聯儲局會議身上。 至於港股方面,上周維持反覆上落,於100天線附近爭持。全周計恆指上升198點或約1%,科指升幅則達到5.2%。本周市場焦點相當多,當中聯儲局議息會議將是一大重點,另外多隻大型新經濟股如騰訊(00700.HK)及美團-W(03690.HK)亦將公布全年業績。預期恆指本周會相當波動,投資者須多加留意相關消息。 技術走勢方面,恆指上周一度跌至19,100點附近後反彈,並重上100天線上平,形勢上若能守穩,則走勢未致進一步轉差,惟在成交未見配合下,大市要出現突破不易,相信短期內維持上落市之機會較大,預期將於19,000至19,800點上落。 (筆者為證監會持牌人)~
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.
uSMART
Wealth Growth Made Easy
Open Account