耀才團隊:月底減息或生變恆指暫看28,000點支持
耀才證券研究部團隊稱,隔晚(8日)美股下跌,摩根士丹利發表報告,下調全球股票市場評級,市場態度審慎。另外,投資者關注本星期中美聯儲主席鮑威爾在國會聽證會上的證詞。日前花旗發表報告表示上周五(5日)非農數據超預期,對7月減息的觀點表示質疑。加上目前市場對6月通脹預期上升,均為美聯儲7月的決策增添不確定性。但市場預期居高不下,倘月底出現變數,將成為本月最大黑天鵝。
隔晚港股ADR較周一恆指收市高27點或0.1%,恆指早段或於28300水平上落。昨日收市後吉利(00175.HK)公布六6月銷量兼下調全年目標10%,相信早段將大幅承壓。另外,被渾水狙擊的安踏(02020.HK)亦回應並將復牌,惟里昂發表報告,對其維持沽售評級,走勢或較為波動。日前港股個股利空消息紛至沓來,部分跌幅較大之細價股成交亦出現放量,投資者須做好風險管理。
從技術上看,恆指日前跌穿28,500點水平的即市支持,下一支持暫看二萬八大關。一旦跌穿,短線將回補6月中上升裂口即27,584點水平。
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