植耀輝: 美股回落納指跌2% 中概股成跌市重災區
耀才證券研究部總監植耀輝稱,美股隔晚(24日)下跌,科技股再次成為跌市重災區,當中尤以中概股跌幅更大,主要是美國證券監管機構表示,若外國公司未能遵守美國審計標準,則需要於美國證券交易所退市。消息一出即時令中概股受壓,連帶影響整體投資氣氛。最終納指下跌265點或2%,收報12,961點,標普500指數下跌21點或0.55%,收報3,889點,道指則輕微下趺,收報32,420點,下跌3點。
港股方面,在眾多利淡消息衝擊下,恆指再度急挫,最低見27,827點,收市跌幅有所收窄,但亦跌579點,收報27,918點。A股表現持續疲弱以及北水出現顯著淨流出情況對港股續帶來負面影響,不過企業業績普遍未有驚喜,個別表現更令投資者失望,則令部分高估值股份跌勢更為顯著。當然騰訊(00700.HK)昨日公布之業績合乎市場預期,不過隔晚中概股急跌,似乎今日亦會拖累投資氣氛。另外,A股形勢一日未能回穩,對港股仍會有相當大影響,故後市仍未許樂觀。
此外,由於大市亦已跌破早前提到之28,200點支持,後市恐會續試低位,短期後市支持亦已回落至27,300點附近。
(筆者為證監會持牌人,持有騰訊股份)
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美股中概股爆發小股災
耀才研究部稱,隔晚(24日)美股表現波動,聯儲局主席鮑威爾言論重燃市場對復甦的憧憬,道指盤中曾升364點,但科技股受壓,美國證交會周三指出若海外公司不符合美國審計標準,會把該等公司從美國證券交易所除牌,消息拖累多隻中概股急挫,騰訊音樂(TME.US)及愛奇藝(IQ.US)分別急挫27%及19%,納指跌逾2%,道指最終亦由升轉跌。港股ADR個別發展,多隻中概股ADR亦同樣跟隨納指下跌,騰訊(00700.HK)ADR跌逾4%見596.68元,料今日績後將會考驗600元心理關口。
從技術上看,恆指昨日已跌穿28,000點心理關口,亦同時跌穿早前形成的「頭肩頂」頸線位,短期內恆指一日未重上28,200點之上,走勢仍屬利淡,短線策略仍以「減持」為主。以量度跌幅計,恆指右肩幅度大約1,600點,指數如最終跌穿100天線,後市可能將下試26,700點水平(28,300點-1,600點)。
(筆者為證監會持牌人)~
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