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耀才团队: 中美副部长级谈判未有惊喜 港股仍需下试20天线
阿思达克 09-23 11:52

耀才证券研究部团队称,上周五(20日)美股表现反覆。市场观望中美副部长级团队於华盛顿谈判的成果,中方认为进展良好,但突然取消原定下周到访农业州份农场的行程,虽然其指此次调整与中美经贸磋商无关,但投资者情绪仍然较为审慎。另外特朗普亦指不愿意和北京签署一份不完全的协议,跟早前指中美可能率先达成一份暂时的中期协议有所出入,令大市对最终结果不容过於乐观。

中港股市方面,降准或放水预期已落空,国务院日前印发《交通强国建设纲要》通知,提出加强基础设施及交通配套,基建股短线或跑赢大市;本港地缘政治风险持续,周末继续有大型示威冲突发生,当中更多次传出枪声,港铁(00066.HK)设施受到破坏,多个地铁站及商场隔晚需要停止开放,新地(00016.HK)亦谴责示威者恶意破坏商场设施,相关股份走势将会较弱,拖累大市。

从技术上看,恒指目前首个支持位已下移至20天线,此水平与8月19日高位26,356点水平相近,恒指一日未有再跌穿此关,早前的双底格局仍得以维持。但若恒指失守20天线,投资者则宜加倍小心,自8月15日低位24,899点开始之技术反弹浪,已於9月13日高位27,366点结束。

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