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耀才团队: 强势股未能摆脱整固格局
阿思达克 07-28 11:09
耀才证券研究部团队称,隔晚(27日)美股三大指数上扬,美国政府将落实新一轮过万亿刺激经济方案,带动市场气氛,多只科网巨头包括苹果公司、亚马逊、Facebook及Alphabet都会於本周公布业绩,科技板块见较强反弹。市场资金流动性过度充裕为股市冲喜,但部份投资者仍然对疫情发展有所忧虑,美元汇价近日下跌,资金涌入金市令金价盘中最高见1,941.65美元创历史新高,需留意此轮金价升幅或许有避险的前瞻性启示。

港股ADR反弹过百点,昨日恒生科技指数正式推出但科技股仍然走软,留意今日能否靠外围气氛作较强反弹,目前不少强势股例如腾讯(00700.HK)、美团(03690.HK)及港交所等均於其10天线及20天线争持,走势上未能摆脱整固格局,仍需靠外围业绩带动气氛,数据方面周五(31日)才会有中国官方PMI公布,此段期间大市将会保持窄幅上落。

从技术上看,恒指於上周三(22日)尾市急挫,并失守10天及20天线,目前首个支持位仍在7月20日低位24,766点,其时较重要的防守据点将退至本月低位24,563点亦即接近50天线。阻力方面,留意恒指於短期後市能作出的反弹幅度有多少,如指数能於成交配合的情况下反弹尾市跌浪的幅度多过0.618,即指数回升至25,362点水平之上,後市仍不宜过份悲观。

(笔者为证监会持牌人)~

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