植耀輝: 科技股勢弱 港股續調整
阿思達克 02-23 11:15
耀才證券研究部總監植耀輝稱，美股隔晚(22日)個別發展，道指微升，但標普500指數及納指則下跌，當中納指跌勢顯著，下跌341點或2.46%，收報13,533點。債息攀升引發對通脹之預期，令股市亦變得波動。標普500指數亦下跌30點或0.77%，收報3876點。至於道指則受資源股造好支持，上升27點，收報31,521點。
回說港股方面，昨日表現欠佳，高開427點後倒跌，收市計更是以接近全日低位收市，但值得留意的是，不少早前當炒板塊表現相當差，內地餐飲及SAAS概念股普遍跌幅約一成，反而舊經濟股成為大市最大支持。不過始終港股2月累升不少，故稍為回吐亦不出奇，後市暫繼續於30,000至31,000點水平整固機會較高。至於今日焦點肯定是匯控(00005.HK)。當然大家關注其派息多寡，但同時亦可留意其會否宣佈新一輪回購股份行動，畢竟相關行動對股價亦可能會有穩定作用；只是業務發展現時仍尚待觀察，所以現時吸引力亦只屬一般而已!
(筆者為證監會持牌人，並未持有相關股份)
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新舊經濟於短期後市走勢繼續各異
耀才證券研究部團隊稱，隔晚(22日)美股三大指數亦是個別發展，道指盤中曾跌逾200點，最終微升收市，但納指則大跌2.5%以接近全日低位收市，新經濟股繼續拖低股市表現。港股ADR偏軟，「黑期」今早亦預示恆指將低開100點以上，將跌穿30,100點關口，指數今日(23日)很大可能下試30,000點心理關口。匯控(00005.HK)及恆生(00011.HK)今日將公布業績，市場預料匯控上季稅前利潤將有望虧轉盈，而公司派息行動將是市場焦點，股價於業績後之表現將很大可能左右指數期結前之去向。
恆指昨日於日線圖上出現大陰燭，形態上仍有些微「穿頭破腳」的味道，目前首個支持位在2月19日低位30,099點，如指數進一步失守此關，調整勢頭很大可能延續。最壞情況計，指數有可能於期結前調整2月份累積以來的升幅0.618左右，即回試29,400點水平左近。
(筆者為證監會持牌人)~
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