植耀辉: 债息急升纳指重挫 港股後市还看北水
耀才证券研究部总监植耀辉表示,美股隔晚又再大幅波动,受美国10年期债息急升至1.7厘以上,科技股再度被抛售,加上油价大跌拖累能源股表现,道指亦由早段上升约200点後转跌。最终道指下跌153点或0.46%,收报32,862点,标普500指数亦跌58点或1.48%,收报3,915点,纳指则重挫409点或3.02%,收报13,116点。
至於港股,昨日则有不俗表现,在科技股造好下,恒指上升371点或1.28%,收报29,405点,成交量则增加至1,745.7亿元。与早前市况不同的是,新旧经济股皆对恒指有一定贡献,当中腾讯(00700)、阿里巴巴(09988)及美团(03690)便分别为大市贡献71点、70点及57点,而汇控(00005)及港交所(00388)亦分别贡献51点及44点。事实上五只股份便已合共贡献273点。
虽然走势似略见改善,但仍要继续关注外围及A股表现。由於隔晚美股又再度下跌,当中纳指跌势颇急,恐怕今日科技股又再捱沽矣。不过从昨日所见,北水似乎又再度吸纳如腾讯等大型科技股,所以短期要视乎A股能否维持强势,以及北水是否持续吸纳科技股份。预期恒指29,500点仍会有较大阻力,而下方支持则为28,200点水平。
笔者持有腾讯及港交所股份~
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