耀才团队: 大市保持於26,500点至27,000点水平拉锯震荡
耀才证券研究部团队称,隔晚(28日)美国感恩节假期休市,欧洲股市则微跌。欧洲经济数据较为参差,欧元区11月经济景气指数为101.3轻微胜预期,德国之CPI跌幅则较预期大。港股ADR变动不大,早前美国总统特朗普已签署《香港人权与民主法案》,内地官媒指中央或推出一连串反制措施,恒指短期表现仍会於26,500点至27,000点水平拉锯震荡,炒股不炒市之情况或持续,阿里(9988.HK)及美团(03690.HK)持续创上市新高,留意强势股份。内地下周将公布官方及财新之PMI数据,但中美於11月仍然未能定下会谈及签署协议之时间表,投资者宜抱观望态度。
内地昨日公布新版医保药品名单,平均降价60.7%,是次重点降价药品为丙肝治疗用药,降价幅度达85%,影响歌礼制药(01672.HK)昨日急插两成半,小心行业风险升级。
从技术上看,恒指虽然未能成功突破27,000点,但指数至今仍处於8月15日低位24,899点开始反弹而成立的一道上升通道之内。如前文所述,只要恒指能於後市稳守通道底部之上(暂在26,100点水平左近),投资者目前仍不宜过分悲观。短线较关键的阻力位相信会在250天线(即27,450点水平)。
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