植耀輝: 港股先升後急跌 250天線阻力大
耀才證券研究部總監植耀輝稱,港股昨日(8月31日)表現反覆,全日計上下波幅達到670點,雖然高開310點後升幅有所擴大,惟午後科技股普遍由升轉跌,以及受內銀股拖累下令走勢轉差之餘,其後跌幅亦越跌越多,最終港股更以全日最低位收市,收報25,177點,下跌245點。跌市下成交量亦見增加,全日計成交金額達1,817億元。早前強勢之科技股及物管股普遍偏軟,騰訊(00700.HK)及美團(03690.HK)分別下跌1.85%及3.62%,物管股如碧桂園服務(06098.HK)一度創新高,但收市則轉跌2.6%,另一大型物管股雅生活(03319.HK)亦跌1.3%。
至於恆指短期去向,相信仍會維持大型上落市格局,昨日雖然一度突破250天線阻力,亦即25,776點,但最終亦無功而還,事實上港股自踏入7月後大部分時間均於100天線(現時為24,600點)至250天區間徘徊,預期短期將維持此格局不變。
特別值得一提的是生物醫藥股。恆生指數公司上週宣布,8隻生物科技相關股因未能確定按港交所上市規則第18A章上市之生物科技公司是否符合互聯互通資格,故不會於9月7日納入「港股通」互聯互通相關指數之列。該8隻生物科技股分別是信達生物(01801.HK)、啟明醫療-B(02500.HK)、百濟神州(06160.HK)、康希諾生物-B(06185.HK)、康方生物-B(09926.HK)、康寧傑瑞製藥-B(09966.HK)、諾誠健華-B(09969.HK)及沛嘉醫療-B(09996.HK)。
受消息影響,相關股份昨日均錄得跌幅。由於早前市場熱炒相關板塊,令相關股份急升,惟在熱潮過後加上現在未有納入港股通名單,投資者失望之餘沽貨離場亦屬正常。基於投資者對相關股份認識不深,以及未有盈利支持,故還是建議投資者先行觀望會較佳。
(筆者為證監會持牌人,並未持有相關股份)~
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