植耀辉: 就业数据佳美股反弹 港股续维持震荡格局
耀才证券研究部总监植耀辉称,美股上周五(5日)大幅波动,2月非农新增职位远好於市场预期,不过受十年期债息抽升至1.6厘之影响,纳指一度再呈跌势,不过随着债息又回落至1.55厘,同时科技股开始见有买盘吸纳,最终三大指数升幅显着,当中道指大升572点或1.8%,收报31,496点,标普500指数亦升73点或近2%,收报3,841点,纳指亦升1.55%,收报12,920点。
至於港股,上周经历了相当波动之一周,不过全周计仍能微升118点,只是日均波幅颇大,以上周五为例,单日高低波幅便达到884点,全周计则达到1,400点。港股如此大波动,皆因困扰大市之变数仍相当多,美国10年期债息表现便是其中之一,至於A股及北水动向亦颇受关注,恐怕短期港股仍将维持较波动情况。
个股方面,科技股上周继续大幅波动,部分由高位计累跌亦已超过两成,由於外围科技股走势未有太大改善,故科技股是否已见底仍言之尚早,不过正如上周所指,优质科技股在跌至现水平已有一定吸引力,如本周走势有所转稳,可考虑开始分注吸纳并作中长线持有。
(笔者为证监会持牌人)
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新旧经济股於短期後市仍个别发展
香港股票分析师协会副主席郭思治称,上周五(5日)美股反弹,美国上月非农就业数据胜市场预期,强劲经济数据加剧市场对美国通胀升温忧虑,美国10年期国债息率一度突破1.6厘水平,但债息见高位後回落,带动买盘流入科技股,最终三大指数升幅超过1%。港股ADR个别发展,旧经济股普遍造好,汇控(00005.HK)受惠美债息率上升,ADR升3.2%报47.58元。「黑期」今早(8日)亦升逾300点见29400点以上水平,料恒指今早有望裂口高开300点以上,留意今日新旧经济股份之个别表现。
从技术上看,恒指上周五先跌後回稳,但反弹乏力。於小时图上,恒指至今仍未能打破下降趋势,目前仍受制於保历加通道中轴之下,但从另外一个角度看,保历加通道的横行趋势逐渐明显。展望本周,恒指或有望徘徊於28,800点至29,800点区间,一日恒指仍反覆徘徊於此区间之内,後市仍欠缺明确方向。
(笔者为证监会持牌人)~
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