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耀才團隊: 強勢股未能擺脫整固格局
阿思達克 07-28 11:09
耀才證券研究部團隊稱,隔晚(27日)美股三大指數上揚,美國政府將落實新一輪過萬億刺激經濟方案,帶動市場氣氛,多隻科網巨頭包括蘋果公司、亞馬遜、Facebook及Alphabet都會於本周公佈業績,科技板塊見較強反彈。市場資金流動性過度充裕為股市沖喜,但部份投資者仍然對疫情發展有所憂慮,美元匯價近日下跌,資金湧入金市令金價盤中最高見1,941.65美元創歷史新高,需留意此輪金價升幅或許有避險的前瞻性啟示。

港股ADR反彈過百點,昨日恆生科技指數正式推出但科技股仍然走軟,留意今日能否靠外圍氣氛作較強反彈,目前不少強勢股例如騰訊(00700.HK)、美團(03690.HK)及港交所等均於其10天線及20天線爭持,走勢上未能擺脫整固格局,仍需靠外圍業績帶動氣氛,數據方面周五(31日)才會有中國官方PMI公布,此段期間大市將會保持窄幅上落。

從技術上看,恆指於上周三(22日)尾市急挫,並失守10天及20天線,目前首個支持位仍在7月20日低位24,766點,其時較重要的防守據點將退至本月低位24,563點亦即接近50天線。阻力方面,留意恆指於短期後市能作出的反彈幅度有多少,如指數能於成交配合的情況下反彈尾市跌浪的幅度多過0.618,即指數回升至25,362點水平之上,後市仍不宜過份悲觀。

(筆者為證監會持牌人)~

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