植耀辉: 港股先升後急跌 250天线阻力大
耀才证券研究部总监植耀辉称,港股昨日(8月31日)表现反覆,全日计上下波幅达到670点,虽然高开310点後升幅有所扩大,惟午後科技股普遍由升转跌,以及受内银股拖累下令走势转差之余,其後跌幅亦越跌越多,最终港股更以全日最低位收市,收报25,177点,下跌245点。跌市下成交量亦见增加,全日计成交金额达1,817亿元。早前强势之科技股及物管股普遍偏软,腾讯(00700.HK)及美团(03690.HK)分别下跌1.85%及3.62%,物管股如碧桂园服务(06098.HK)一度创新高,但收市则转跌2.6%,另一大型物管股雅生活(03319.HK)亦跌1.3%。
至於恒指短期去向,相信仍会维持大型上落市格局,昨日虽然一度突破250天线阻力,亦即25,776点,但最终亦无功而还,事实上港股自踏入7月後大部分时间均於100天线(现时为24,600点)至250天区间徘徊,预期短期将维持此格局不变。
特别值得一提的是生物医药股。恒生指数公司上周宣布,8只生物科技相关股因未能确定按港交所上市规则第18A章上市之生物科技公司是否符合互联互通资格,故不会於9月7日纳入「港股通」互联互通相关指数之列。该8只生物科技股分别是信达生物(01801.HK)、启明医疗-B(02500.HK)、百济神州(06160.HK)、康希诺生物-B(06185.HK)、康方生物-B(09926.HK)、康宁杰瑞制药-B(09966.HK)、诺诚健华-B(09969.HK)及沛嘉医疗-B(09996.HK)。
受消息影响,相关股份昨日均录得跌幅。由於早前市场热炒相关板块,令相关股份急升,惟在热潮过後加上现在未有纳入港股通名单,投资者失望之余沽货离场亦属正常。基於投资者对相关股份认识不深,以及未有盈利支持,故还是建议投资者先行观望会较佳。
(笔者为证监会持牌人,并未持有相关股份)~
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