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耀才团队: 港股仍於24,700点水平争持
阿思达克 07-29 12:24
耀才证券研究部团队称,隔晚(28日)美股下跌,美国新一轮过万亿美元刺激经济方案未获民主党以至共和党内部的支持,道指跌0.7%,纳指亦回吐逾1%。业绩股表现参差,3M和麦当劳的业绩未如理想,但AMD季绩则胜预期上调全年业绩展望。部份投资者仍然对疫情发展有所忧虑,金价於昨晚站稳阵脚并反覆回升,本港金矿股有望迎来较强反弹,目前市场等待周三晚美联储议息会议後释放的讯号。港股ADR跟随外围股市回吐,科技巨头昨日弹势未足加上美国FAANG股受压,目前仍未能摆脱整固格局,只能跟随外围业绩股带动气氛,短线将转为关注业绩股包括百威亚太(01876.HK),本月内地啤酒股破顶,但百威股价仍较同业落後,留意国内业务的表现。

从技术上看,恒指於22号尾市急挫,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,指数近来一直受制於10天线之下,一日恒指仍未重上25,000点关口,即10天线水准之上,目前宜采取观望态度。

(笔者为证监会持牌人)~

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