耀才团队: 恒指或下试上周五之低位
耀才证券研究部团队称,隔晚(2日)美股三大指数下跌,美国ISM制造业指数跌至48.1差过市场预期,该指数已经连续四个月下跌,经济数据令市场气氛转差,加上中美贸易谈判仍停滞不前,美国又突然恢复对巴西及阿根廷钢铝徵收关税,市场对贸易战的忧虑再度重燃。
港股ADR几乎全线下跌,预示恒指今早(3日)或先行低开接近200点,指数将会再下试上周五低位26,308点。内房股短期後市表现值得关注,多间内房已公布11月合约销售数据,数据好坏参半,当中中国奥园(03883.HK)、世房(00813.HK)及龙光地产(03383.HK)表现亮丽,万科(02202.HK)和富力地产(02777.HK)则按年下跌,留意短期一众内房股之表现。
从技术上看,恒指上周五(11月29日)出现大阴烛向下回落,但目前仍处於早前提及的一道上升通道底部之上,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。目前较关键的支持位在26,200点,只要恒指未有跌穿此关,後市仍不宜过分悲观,而较关键的阻力位则在250天线27,450点水平左近,恒指只要仍处於26,200至27,450点区间,目前仍处整固待变之格局。
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