耀才团队: 恒指短线维持横行格局
耀才证券研究部团队称,隔晚(28日)美股先跌後升,外围经济前景不明朗,道指早段仍先行低开并跌过百点,但其後买盘涌现导致大市倒升超200点,道指收升1%,标指升0.65%,纳指升0.38%。
美国两年期和十年期国债收益率倒挂幅度再扩阔,最深扩至6个基点,再创逾十年新低,投资者仍需留意经济陷入衰退之风险。港股方面昨日(28日)及今日(29日)多只蓝筹公布业绩;建行(00939.HK)半年纯利升4.9%大致符合预期,净息差按年下跌0.07个百分点。蒙牛(02319.HK)半年纯利升33%逊预期,毛利率按年下跌0.1个百分点。中生制药(01177.HK)纯利升约18%符预期。投资者留意分析员会议後管理层对下半年之政策及经济之展望。大型蓝筹已大致完成公布业绩,短期大市仍较缺乏利好催化剂,将会以横行格局为主,港股ADR变动不大。
从技术上看,恒指首个阻力位在10天线,约25,900点水平,一日恒指未能重越10天线,指数随时可能再向下寻底,而目前较关键的支持位在8月26日低位25,249点,一旦指数再跌穿此关,指数後市很大可能会顺势跌穿8月低位24,899点,指数仍有条件於後市再创年内新低。
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