植耀辉: 科技股势弱 港股续调整
阿思达克 02-23 11:15
耀才证券研究部总监植耀辉称，美股隔晚(22日)个别发展，道指微升，但标普500指数及纳指则下跌，当中纳指跌势显着，下跌341点或2.46%，收报13,533点。债息攀升引发对通胀之预期，令股市亦变得波动。标普500指数亦下跌30点或0.77%，收报3876点。至於道指则受资源股造好支持，上升27点，收报31,521点。
回说港股方面，昨日表现欠佳，高开427点後倒跌，收市计更是以接近全日低位收市，但值得留意的是，不少早前当炒板块表现相当差，内地餐饮及SAAS概念股普遍跌幅约一成，反而旧经济股成为大市最大支持。不过始终港股2月累升不少，故稍为回吐亦不出奇，後市暂继续於30,000至31,000点水平整固机会较高。至於今日焦点肯定是汇控(00005.HK)。当然大家关注其派息多寡，但同时亦可留意其会否宣布新一轮回购股份行动，毕竟相关行动对股价亦可能会有稳定作用；只是业务发展现时仍尚待观察，所以现时吸引力亦只属一般而已!
(笔者为证监会持牌人，并未持有相关股份)
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新旧经济於短期後市走势继续各异
耀才证券研究部团队称，隔晚(22日)美股三大指数亦是个别发展，道指盘中曾跌逾200点，最终微升收市，但纳指则大跌2.5%以接近全日低位收市，新经济股继续拖低股市表现。港股ADR偏软，「黑期」今早亦预示恒指将低开100点以上，将跌穿30,100点关口，指数今日(23日)很大可能下试30,000点心理关口。汇控(00005.HK)及恒生(00011.HK)今日将公布业绩，市场预料汇控上季税前利润将有望亏转盈，而公司派息行动将是市场焦点，股价於业绩後之表现将很大可能左右指数期结前之去向。
恒指昨日於日线图上出现大阴烛，形态上仍有些微「穿头破脚」的味道，目前首个支持位在2月19日低位30,099点，如指数进一步失守此关，调整势头很大可能延续。最坏情况计，指数有可能於期结前调整2月份累积以来的升幅0.618左右，即回试29,400点水平左近。
(笔者为证监会持牌人)~
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