植耀辉: 美股回落纳指跌2% 中概股成跌市重灾区
耀才证券研究部总监植耀辉称,美股隔晚(24日)下跌,科技股再次成为跌市重灾区,当中尤以中概股跌幅更大,主要是美国证券监管机构表示,若外国公司未能遵守美国审计标准,则需要於美国证券交易所退市。消息一出即时令中概股受压,连带影响整体投资气氛。最终纳指下跌265点或2%,收报12,961点,标普500指数下跌21点或0.55%,收报3,889点,道指则轻微下趺,收报32,420点,下跌3点。
港股方面,在众多利淡消息冲击下,恒指再度急挫,最低见27,827点,收市跌幅有所收窄,但亦跌579点,收报27,918点。A股表现持续疲弱以及北水出现显着净流出情况对港股续带来负面影响,不过企业业绩普遍未有惊喜,个别表现更令投资者失望,则令部分高估值股份跌势更为显着。当然腾讯(00700.HK)昨日公布之业绩合乎市场预期,不过隔晚中概股急跌,似乎今日亦会拖累投资气氛。另外,A股形势一日未能回稳,对港股仍会有相当大影响,故後市仍未许乐观。
此外,由於大市亦已跌破早前提到之28,200点支持,後市恐会续试低位,短期後市支持亦已回落至27,300点附近。
(笔者为证监会持牌人,持有腾讯股份)
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美股中概股爆发小股灾
耀才研究部称,隔晚(24日)美股表现波动,联储局主席鲍威尔言论重燃市场对复苏的憧憬,道指盘中曾升364点,但科技股受压,美国证交会周三指出若海外公司不符合美国审计标准,会把该等公司从美国证券交易所除牌,消息拖累多只中概股急挫,腾讯音乐(TME.US)及爱奇艺(IQ.US)分别急挫27%及19%,纳指跌逾2%,道指最终亦由升转跌。港股ADR个别发展,多只中概股ADR亦同样跟随纳指下跌,腾讯(00700.HK)ADR跌逾4%见596.68元,料今日绩後将会考验600元心理关口。
从技术上看,恒指昨日已跌穿28,000点心理关口,亦同时跌穿早前形成的「头肩顶」颈线位,短期内恒指一日未重上28,200点之上,走势仍属利淡,短线策略仍以「减持」为主。以量度跌幅计,恒指右肩幅度大约1,600点,指数如最终跌穿100天线,後市可能将下试26,700点水平(28,300点-1,600点)。
(笔者为证监会持牌人)~
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