植耀輝:關稅衝擊金融市場 恆指勢低開
耀才證券研究部總監植耀輝稱,美股隔晚(2日)造好,三大指數升幅介乎0.56至0.87%。不過收市後美國總統特朗普公佈向貿易地區開徵對等關稅,消息即時「震散」環球股市。執筆之時道指期貨下跌近2%,標普500指數期貨下跌超過3%,納指期貨更急跌近3.8%。
A股方面,滬深兩市收市均變化不大,當中上綜指早段曾升近0.4%,收市前一度轉跌,最終微升1點,收報3,350點;深成指同樣早段曾升近0.7%,尾市反覆靠穩,最終收報10,513點,上升0.1%。值得留意的是兩市總成交只得9,745億元人民幣。
港股昨日亦相當反覆,輕微低開39點後跌幅擴大至225點,恆指最低曾見22,980點。不過很快恆指收復失地之餘並進一步抽升,並升至日內高位23,393點,午後則大致上於23,200點水平上落,最終恆指收報23,202點,微跌4點,科指則升0.35%,收報5,426點,全日成交2,166億元。
隨着美國公佈開徵對等關稅細節,全球金融市場亦出現大幅波動,執筆之時今早(3日)日股及韓股急跌,新加坡黑期亦跌近600點,低見22,500點。關稅對大市氣氛難免引發負面情緒,對企業盈利之影響仍有待觀察,建議投資者現階段宜先行觀望。
(筆者並未持有相關股份)~
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