植耀辉: 资金涌入美股市场 本周焦点腾讯(00700.HK)业绩
耀才证券研究部总监植耀辉称,美股上周五(19日)个别发展,在金融股拖累下,道指表现较弱,下跌0.7%,相反科技股表现却较出色,上升0.7%,不过全周计三大指数均以下跌告终,道指下跌0.5%,标普500指数及纳指则跌超过0.8%.虽然表现一般,但值得留意的是,过去一周美国股票共同基金ETF资金净流入较上周急增近400亿美元,当中工业及电讯股便成为追捧对象;与此同时,根据美银之研究资料,截至3月17日一周,美国股票资金净流入达到567.6亿美元,为单周流入纪录新高,亦较上周168.3亿美元激增237%。
至於港股,上周五受欧洲疫情转差,以及中美高层首场会谈气氛欠佳,以及A股表现不佳下大跌414点或1.4%,收市报28,990点,不过全周计仍能升251点。当然上周美股表现回稳对港股今日开市会有一定支持,只是港股仍受到多个因素困扰,A股及北水流向仍是关键,另外债息去向亦会继续对科技股股价带来波动,而本周尚有腾讯(00700.HK)业绩以及百度(09888.HK)上市等因素,当中腾讯业绩表现预期表现相当不俗,只是在反垄断及内地将加强金融科技监管的情况下,集团有何板斧应对相关措施值得关注。当然百度股价表现亦是大家关心的话题。
恒指波幅方面,则预期仍会较反覆,并於28,500至29,600点上落。
(笔者为证监会持牌人,持有腾讯股份)
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市场聚焦联储官员讲话以及经济事件
耀才研究部称,上周五(19日)美股个别发展,道指跌234点或0.7%,纳指则升99点或0.8%,美国10年期国库券孳息周四升至逾一年高位1.754%後,周五轻微回落。上周美联储完成议息,提到通胀可能短暂急升,但不预期通胀率长远而言超过2%指标,市场聚焦本周多名联储官员讲话,主席鲍威尔将於周二及三分别与财长耶伦一同出席国会委员会发言;美国财政部亦将拍卖中短期国债,留意竞投反应;周五美国将公布联储重点参考指标的个人开支指数,将会为息率走向带来启示。
从技术上看,恒指至今仍处待变格局,一日恒指仍徘徊於月内高低位,即3月9日低位28,326点至3月3日高位29,912点之间,近日多条移动平均线开始重叠,後市仍然需要等待RSI进一步回升。
(笔者为证监会持牌人)~
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