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耀才團隊: 恆指100天線阻力甚大
阿思達克 09-15 10:40
耀才證券研究部團隊稱,隔晚(14日)美股三大指數全線彈超過1%,市場關注收購合併浪潮,包括甲骨文(ORCL.US)與TikTok的合作夥伴關係、輝達(NVDA.US)收購ARM以及瑞信與瑞銀的潛在合併事項,在剛過去的周末,全球落實的併購交易高達690億美元,為今年最高紀錄。此外市場對疫苗研發進展開始有憧憬,阿斯利康宣布恢復第三期試驗,疫苗股普遍上漲。同時科技股亦有所反彈,蘋果(AAPL.US)漲3%,Tesla(TSLA.US)抽升逾一成。港股方面仍然缺乏上升催化劑,黑期及ADR均預示100天線阻力甚大,預料要等待美聯儲公布議息結果後氣氛才會輕微改善。個股方面,小米(01810.HK)副董事長出售3.5億股,恆大汽車(00708.HK)亦以先舊後新方式配售約1.77億股,配股價每股22.65元,較上日收市價折讓兩成,留意股價異動。

從技術上看,恆指上周低見24,213點後回穩,指數仍未有跌穿8月7日低位24,167點,但指數仍未重上100天線之上,加上上周四及周五港股成交金額顯著萎縮,反映市況反彈乏力。建議投資者仍維持觀望態度,看大市成交金額能否改善,及指數於短期後市能否重上100天線24,700點水平之上。

(筆者為證監會持牌人)~

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