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植耀辉: 美股跌科技股再急挫 港股维持区间拉锯
阿思达克 03-04 11:48
耀才证券研究部总监植耀辉称,美股隔晚(3日)再度下跌,上月美国私人企业新增职位逊预期,加上10年国债孳息率又再度回升,科技股重挫,连带影响投资气氛。最终道指下跌121点或0.4%,收报31,270点,标普500指数则跌50点或1.3%,收报3,819点,纳指跌幅最大,达到2.7%,收报12,997点。

港股昨日在中资中融股领军下显着反弹,恒指最多曾上升超过817点,最终亦以接近全日最高位收市,收报29,880点,上升784点,成份金额1,850.23亿元,较早前有所回落,是否反映投资者未敢入市现阶段仍言之尚早,不过科技股走势未见突出,则反映大市升势并非太全面。昨日升市之主因,为内地投资者憧憬定向降准可能「适时落地」,A股显着造好,连带港股亦受惠。可以说,港股要重拾上升动力,首要条件仍是A股要有好表现,如A股能保持强势,对港股亦正面。不过,由於隔晚美股走势又再度偏弱,科技股又再出现大跌,情况或会不利科技股表现,相信港股今日仍会大幅波动,并继续於29,000至30,000点水平上落。

(笔者为证监会持牌人)

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科技股仍继续成为抛售对象

耀才证券研究部团队称,隔晚(3日)美股下跌,美国私人企业新增职位逊预期,美国10年期国债息率再次迫近1.5厘,加速投资者对科技股进行抛售,纳指隔晚以接近全日低位收市,跌逾2.7%。港股ADR几乎全线下挫,「黑期」预示恒指今日(4日)将会低开接近400点,恒指或回试29,400点之水平。全国政协及人大会议将於今日揭幕,相信消息将会左右後市去向,昨日市场憧憬内地将於3月份进行「定向降准」释放流动性,消息刺激中港两地股市昨日大升,内地短期後市的流动性表现将是关键。

从技术分析角度,恒指昨日升穿前日阴烛顶部收市,形态上有转好迹象。於小时图上看,恒指自突破29,600点後,技术上已呈现「小双底」之格局,短期後市留意恒指能否继续企稳29,600点之上,只要企稳此关,後市目标仍可再上望30,000点关口。

(笔者为证监会持牌人)~

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