耀才团队: 大市能否站稳两万五以扭转弱势成关键
耀才证券研究部团队称,隔晚(4日)美股连续三天上升,美国新一轮救市计划磋商有进展,加上耐用品订单及工厂订单数据胜预期,道指升164点。市场继续追捧科技股,AMD股价升近1成,纳指再创历史兼收市新高10,941点,有望带动本港气氛。
港股ADR未有进一步推上,恒指昨日下午最多急升逾600点,旧经济股普遍走强,需留意今日成交能否继续配合,有指中美将於8月15日就第一阶段贸易协议进行高级别会谈,近日中美关系较为紧张,留意官方评论能否为关系降温。焦点股份方面,国务院出台28纳米芯片税收减免政策,料有利中芯(00981.HK)发展,加上中芯将於明天公布业绩,炒股不炒市格局将持续。
从技术上看,恒指昨日一举突破10天及50天平均线,目前下一个阻力位置将於25,100点即20天线水平,留意恒指於自7月7日高位回落形成明显下降轨,昨日之阳烛尝试挑战该阻力水平未能成功,大市能否站稳两万五关口以扭转弱势成关键。
(笔者为证监会持牌人)~
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