耀才团队: 中美协议变数多 港股需先看能否守住250天线
耀才证券研究部团队称,隔晚(5日)美股道指和纳指再创收市新高,投资气氛仍偏向乐观。美国商务部数据显示,9月美国从中国之进口按月下降4.9%,而对中国的出口下降10%,贸易逆差得以收窄。外电指中方要求美方於已徵关税上作出让步以达成首阶段协议,包括美方不再加徵新关税以及取消9月己实施之15%关税。
内地《环球时报》总编辑则认为中美两国需同时按比例地取消自贸易战起已加徵的关税,双方未有正式声明指所传消息是否属实,投资者可先抱观望态度。港股ADR则预示港股或作轻微回吐。只要目前守住250天线即27,400点,突破形态仍然存在;港交所(00388.HK)日内将公布业绩,市场预料第三季溢利将按年跌一成以上,股价过去一个月展现强劲上升轨道,留意10天线支持以及阿里巴巴来港上市之消息。
从技术上看,港股重返二万七大关并一举突破250天线即27,300点即市阻力,8月初遗留下的最後一个下跌裂口已经回补完毕,短线後市须连续企稳於9月13日高位27,366点楼上,方可确认双底形态形成,并进一步上望至二万九关;但短线若失守27,366点颈线位置,恒指此前破位不过是昙花一现,後市或重新回试二万六大关。
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