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植耀辉: 科技股拖累美股跌 港股回调先看24,500支持
阿思达克 07-17 11:48
耀才证券研究部总监植耀辉称,美股隔晚(16日)走势偏软,虽然金融股季绩普遍优於市场预期,但当地疫情依然严峻,加上科技股走势偏软,令三大指数下跌。道指最终收报26,734点,下跌135点或0.5%,标普500指数下跌10点或0.3%,收报3,215点,纳指下跌76点或0.7%,收报10,473点。

港股方面昨日出现显着跌幅,科技股更是跌市重灾区,多个早前热炒板块亦录得显着跌幅。恒指自早前未能突破250天线约26,000点後走势明显有所转弱,「六连阴」之余更相继失守10天及20天线支持,下一比较关键水平,便要数到24,500点水平。然而整体气氛仍不乐观,特别是早前急升之股份股价相继受压,故现阶段还是静观其变会较佳。

再谈中芯国际(00981.HK)表现。昨日指要留意科创板上市後有机会「见光死」,最终不幸言中。事实上,昨日早上文章已指到从港股通观察,北水已有「班资回朝」情况出现,而昨日(16日)收市後中芯港股通总成交量达到137.6亿元,占中芯之当日总成交量61%,并再次出现净沽出情况,金额更达到16.5亿元。因此,如短期内仍出现此情况,恐怕中芯沽压未完,现阶段还是续观望会较好。至於其他新经济股份,则或会受到近期纳指及美国当地企业季绩因素左右,故亦暂宜观望。

(笔者为证监会持牌人,并未持有相关股份)~

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