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耀才团队: 恒指反弹是否结束关键看二万七大关
阿思达克 10-22 10:57

耀才证券研究部团队称,中美贸易谈判进展顺利,隔晚(21日)美股小幅反弹。美国总统特朗普表示希望下月中之前签署首阶段贸易协议,白宫经济顾问库德洛亦对本周与中国举行的电话会议表示乐观,又指中国已经开始购买美国农产品,有机会取消12月加徵关税措施。人民币中间价报7.0668兑一美元,按日上调12点子。

贸易谈判的消息将利好环球风险资产走势,中港股市後市气氛有望回暖,但正式结果出炉前投资者仍不宜太进取。隔晚ADR收市较恒指收市价微升5点,连同夜期走势,恒指将小幅高开。大市聚焦贸易谈判进展,表现牛皮,投资者或可留意个别板块表现。近日内房股受大行唱好升势凌厉,在此之际润地(01109.HK)则最新宣布以先旧後新方式配售2亿股,占经认购扩大已发行股本约2.8%;每股作价33.65元,较上日收市价折让6.92%。另外,中资电讯股包括中移动(00941.HK)和联通(00762.HK)公布首三季营运数据,前者纯利按年跌13.9%,後者盈利则按年升11.88%,留意中资电讯板块。

从技术上看,恒指於关键的阻力位即100天线27,000点关口遇阻,暂时将於26,500至27,000点作窄幅上落。倘若短线未能升穿并重新企稳二万七大关,本轮反弹浪可宣告结束,後市或重新回试二万六关支持。

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