耀才团队: 市场观望重磅蓝筹业绩
耀才研究部称,美国多个洲份及部分欧洲国家开始放宽社交限制,餐馆及其他场所恢复营业,另外流行病防备创新联盟指最快今年内可以研发出疫苗,时间比之前乐观的预期12至18个月更快,带动欧美股市造好,美股三大指数升逾1%,欧洲三大指数则升1%至3%。市场憧憬经济活动重回正轨,旅游及娱乐事业相关股份以至传统经济股均有所升幅,反映市场风险胃纳增强,金价和债券价格相应回落。
不过,市场担心石油储存空间将耗尽,纽约6月期油再度急挫,最多跌近30%,收市报12.78元跌24.6%。同时纽期7月和8月合约分别跌逾14%和9%,反映有资金认为未来三个月原油供需仍然未能取得平衡,投资者对相关资产需格外留神。恒指ADR变动不大,市场观望汇控(00005.HK)今天(28日)公布首季业绩,市场预期信贷减值将会倍增,而派息政策的相关消息亦备受关注。
从技术上看,近日恒指仍未有正式跌穿20天线,令自4月17日高位24,666点开始之回调,有望初步喘定於昨日低位23,483点。目前首要条件是要恒指能继续企稳20天线之上,而短线阻力位将会在10天线(暂在24,150点),如能突破此关,整个反弹势头有望延续。
(笔者为证监会持牌人)~
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