耀才团队: 恒指100天线阻力甚大
耀才证券研究部团队称,隔晚(14日)美股三大指数全线弹超过1%,市场关注收购合并浪潮,包括甲骨文(ORCL.US)与TikTok的合作夥伴关系、辉达(NVDA.US)收购ARM以及瑞信与瑞银的潜在合并事项,在刚过去的周末,全球落实的并购交易高达690亿美元,为今年最高纪录。此外市场对疫苗研发进展开始有憧憬,阿斯利康宣布恢复第三期试验,疫苗股普遍上涨。同时科技股亦有所反弹,苹果(AAPL.US)涨3%,Tesla(TSLA.US)抽升逾一成。港股方面仍然缺乏上升催化剂,黑期及ADR均预示100天线阻力甚大,预料要等待美联储公布议息结果後气氛才会轻微改善。个股方面,小米(01810.HK)副董事长出售3.5亿股,恒大汽车(00708.HK)亦以先旧後新方式配售约1.77亿股,配股价每股22.65元,较上日收市价折让两成,留意股价异动。
从技术上看,恒指上周低见24,213点後回稳,指数仍未有跌穿8月7日低位24,167点,但指数仍未重上100天线之上,加上上周四及周五港股成交金额显着萎缩,反映市况反弹乏力。建议投资者仍维持观望态度,看大市成交金额能否改善,及指数於短期後市能否重上100天线24,700点水平之上。
(笔者为证监会持牌人)~
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