植耀辉: 旧经济股造好美股回稳 瑞声(02018.HK)若反弹可减磅
耀才证券研究部总监植耀辉称，美股三大指数隔晚(25日)走势回稳，不过科技股表现仍较失色，旧经济股则见反弹，最终道指上升199点或0.62%，收报32,619点，标普500指数亦升20点或0.52%，收报3,909点，纳指则升0.12%，收报12,977点。
至於港股方面，昨日跟随外围低开，恒指一度跌至27,505点，其後在A股见反弹下走势有所改善，最终收市仅下跌18点，收报27,899点。
中概股特别是第二上市之股份成跌市重灾区，百度(09888.HK)大跌9.7%，网易(09999.HK)及万国数据(09698.HK)亦分别下跌2.3%及4.1%。不过港交所(00388.HK)则有望受惠中概股回归上市憧憬，股价跌至421元後大幅反弹，最终收报449.6元，上升3.2%。笔者亦倾向认为港交所未来将可受惠相关情况，故持货者可考虑继续作中长线持有。
至於业绩股方面，腾讯(00700.HK)去年业绩符预期，但股价仍大跌2.8%，收报606元；小米(01810.HK)股价亦见疲弱，下跌4.4%，收报23.9元。反而瑞声(02018.HK)业绩表现有惊喜，股价午後靠稳，最终收报39.65元，下跌1.1%。虽然瑞声跌势有所喘定，不过行业竞争依然激烈，加上业务发展仍存在不确定性，如股价有力回升至44至45元附近，笔者认为可考虑先行减磅再作观望。
而大市前景仍未许乐观，不过本轮大市累积跌幅已不少，故如A股短期走势有所改善，大市有望出现反弹，但幅度亦未必太多，暂看反弹目标约28,500点水平。持货较多之投资者，亦可考虑候反弹先行减磅。
(笔者为证监会持牌人，持有港交所、网易及腾讯股份)
***************
科技股沽压短线仍未改善
耀才研究部称，隔晚(25日)美股先跌後回升，美国上周首次申请失业救济金人数创一年新低，加上联储局主席鲍威尔表现将会持续推出支援市场的刺激措施，道指曾跌348点，但在旧经济股造好带动下，收市倒升近200点。港股ADR个别发展，多只中概股於美股继续捱沽，除牌阴影短线仍未能消除，「黑期」今早(26日)轻微上升50点至27,900点水平，料恒指将会继续於28,000点水平争持。A股於短期後市之表现继续是关键因素，上证综合指数近来反弹乏力，目前较关键的支持位已退至3月9日低位3,328点，若此支持位进一步失守，将进一步利淡中港两地股市表现。
恒指昨日低见27,505点後反弹，但指数至今仍未能重越「头肩顶」颈线位即28,200点之上，走势仍属利淡，短线策略仍以「减持」为主，重货投资者切记做好风险管理。因以量度跌幅计，恒指右肩幅度大约1,600点，恒指如未能尽快重越10天线之上，反弹过後恒指可能将下试26,700点水平(28,300点-1,600点)。
(笔者为证监会持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
