耀才团队: 港股後市仍欠缺方向
耀才研究部称,隔晚(13日)美股下挫,道指跌逾500点收市,三大指数跌幅超过1.5%,美国联储局主席鲍威尔表示经济正面临严重的下行风险,但同时表明不会采取负利率,美股应声下挫。港股ADR普遍下跌,腾讯(00700.HK)季绩远胜市场预期,ADR升逾近半成高见448元,腾讯力撑助港股今早(14日)跌幅将会仅百点左近,但开市後沽压会否持续将会是未知之数,毕竟中美贸易前景转差似乎是大趋势,消息将会限制短期後市之表现。腾讯首季业绩胜预期,除了刺激腾讯股价之外,亦有助一众科技股於短期後市继续受资金追捧,毕竟科技股普遍与中美贸易敏感度较低,只要中美不再度将贸易战转移至科技战,此板块短期後市仍有望提供一定抗跌力。
从技术上看,恒指昨日先跌後回稳,指数至今仍反覆穿梭於10天、20天及50天线之间,至今短期後市仍欠缺明确方向。如前文一直提及,恒指一日仍徘徊於23,500点至24,500点区间,目前最佳策略仍是采取观望态度。
(笔者为证监会持牌人)~
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