耀才團隊: 恆指仍然維持500點上落格局
耀才證券研究部團隊稱,昨晚(9月1日)美股三大指數全線向上,ISM製造業指數連續第四個月上升報56,勝預期的54.9,科技股繼續造好,蘋果股價拆細後破頂,最多曾升逾4%見134.8美元,納指及標普500指數再刷新歷史新高。
港股ADR變動不大,市場仍然願意高追有業績支持之股份,導致新舊經濟股個別發展,離岸人民幣近日走強,中資金融股能否有所反彈成關鍵,大市短期仍會於25,000點至25,500關口上落。
焦點股份方面,藍籌新貴藥明生物(02269.HK)再遭大股東減持較上日收市價折讓6.7%。而中生製藥(01177.HK)亦有新藥獲首批並視同通過仿製藥質量和療效一致性評價,留意醫藥板塊走勢。
從技術上看,恆指昨日未能成功突破250天線,則出現大陰燭從高位回落,短線將會考驗25,000點關口之支持。如前文所述,一日恆指仍徘徊於100天及250天線之間,即24,500點至25,800點內,後市仍缺乏明確方向。
(筆者為證監會持牌人)~
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