植耀輝:美股續受消息左右 港股本週焦點騰訊(00700.HK)業績
耀才證券研究部總監植耀輝稱,美股上週五(14日)反彈,當中以納指表現最佳,升超過2.6%。不過全周計三大指數表現仍差,道指累跌3.1%,標普500指數及納指則分別累跌2.27%及2.43%。本週要關注之焦點仍多,聯儲局議息相信會按兵不動,惟近日美國經濟數據轉弱,局方對未來息口去向仍值得關注;另外Nvidia(NVDA.US) GTC大會將於週二(18日)登場,「黃總」亦將於香港時間週三凌晨發表演說,投資者將聚焦Nvidia未來新產品發展情況。當然亦要繼續關注特朗普政府之關稅消息。
至於A股上週五均造好,上綜指升1.8%,收報3,419點,深成指則升2.26%,收報10,978點,兩市總成交約1.8萬億元人民幣。全周計,上綜指累升1.4%,深成指則升1.2%,兩者均連續第二個星期上升。展望本週,今日(17日)內地將公佈包括工業增加值、零售及投資等重要經濟數據,表現對A股投資氣氛或有一定啓示。
港股上週五在中資金融股及科技股再度發力下急升近500點或2.12%,收報23,959點,科指亦升超過2.3%,收報5,880點,全日成交約2,900億元。不過全周計,恆指累跌1.1%,科指則累跌近2.6%。
展望本週,除了外圍消息須關注外,尚要留意內地政策消息。內地昨日(16日)公佈《提振消費專項行動方案》,旨在促進內需發展,消息料對今日消費股有正面支持。另外,本週港股亦進入業績發佈高峯期,當中騰訊(00700.HK)便會於週三公佈業績,表現亦會對後市有一定啓示。預期恆指將有望企穩24,000點,並續於高位整固。
(筆者爲證監會持牌人,持有Nvidia股份)~
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