植耀輝: 美股下挫科技股急跌 港股或下試24,600點支持
耀才證券研究部總監植耀輝稱,美股隔晚爆發小股災,三大指數出現顯著下跌,個別早前熱炒股份跌幅更大。道指跌幅一度更過千點,最終收報28,292點,下跌807點或2.8%;納指跌幅更大,下跌598點或5%,收報11,458點, 標普500指數亦跌3.5%,收報3455點。
個股方面,遭股東減持之Tesla(TSLA.US)大跌9%,蘋果公司(AAPL.US)亦跌8%,Amazon(AMZN.US)及微軟(MSFT.US)則分別下跌4.6%及6.2%。相比之下,金融股表現相對硬淨,摩根大通(JPM.US)下失跌0.31%,高盛(GS.US)亦僅下跌1.18%。
回說港股,昨日走勢依舊缺乏方向,在低開近100點後出現反彈,並曾倒升超過100點,但午後表現又見反覆,在科技股拖累下大市最低曾跌至24,882點水平,不過尾市又見反彈,最終恆指收報25,007點,下跌112點,成交1,465.7億元。基於不明朗因素仍多,尤其是隔晚美股急挫,相信港股今日(4日)或會進一步下試早前支持位100天線,亦即24,600點水平。
股份方面,則不可不提科網相關股。昨日大部分均出現跌幅,當中又以小米(01810.HK)跌幅較大,達7%。北水連續兩個交易日出現淨沽出情況之餘,中印關係持續緊張亦會有機會影響小米於當地之發展,加上隔晚科技股急挫,短期走勢料仍十分反覆,故此暫不宜博反彈,以及須加倍留意事態之發展。
另外,水泥板塊昨日逆市造好,華潤水泥(01313.HK)及安徽海螺水泥(00914.HK)便分別上升4.7%及0.8%。事緣中國水泥網資料顯示,全國水泥價格由8月初的412.89元/噸,上升至8月底的426.02元/噸,增幅3.18%。另外,截至7月底,全國26個省市已公布重點或重大專案建設計劃,總投資計畫規模達50萬億元人民幣,加上多地水泥企業庫存出現回落,全國水泥庫存由60.1%降至57.0%,為近8年來同期新低。相信水泥股仍有力造好,可候低吸納或續持有。
(筆者為證監會持牌人,持有Amazon及微軟股份)~
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