耀才团队: 蓝筹新贵之表现将成关键
耀才证券研究部团队称,美股上周五(4日)反覆向下,美国8月份非农新增职位137万个,大致符合市场预期,而失业率则进一步下降至8.4%,但数据未有为市场带来太大帮助,更令美股由升转跌,道指一度跌逾600点,最低见27,664点,但科技股低位有买盘吸纳,TESLA(TSLA.US)及苹果(AAPL.US)股价倒升收市,带动尾市跌幅显着收窄,VIX指数亦从高位回落。港股ADR则持续偏软,「黑期」今早亦跌近100点,恒指於短期後市仍难抱太大憧憬,蓝筹新贵会否於短期後市拖低恒指仍是未知之数,毕竟阿里(09988.HK)、小米(01810.HK)、药明生物(02269.HK)於过去半月已累积较大升幅,随着市场气氛转差,股价调整之压力实不容忽视。
从技术上看,恒指上周五一度低见24,488点,指数於盘中曾跌穿100天线之支持。观望上周,恒指由250天线直插至100天线水平,跌势於短期後市能否喘定将成关键,目前宜留意指数於短期後市能否企稳24,488点之上,一旦失守,指数则可能会考验24,000点关口。
(笔者为证监会持牌人)~
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