植耀辉: 美股续造好 创科(00669.HK)候调整可吸
耀才证券研究部总监植耀辉称,美股隔晚(8日)继续造好,三大指数均录得升幅,当中以纳指表现最佳,上升140点或1%,收报13,829点,标普500指数则收报4,097点,上升17点或0.42%,道指则上升57点或0.17%,收报33,503点。
港股方面,昨日表现相当不俗,腾讯(00700.HK)被大股东减持,惟股价却未如大家预期出现急跌,开市价614元已是全日最低位;其他股份亦出现强劲反弹,当中友邦(01299.HK)单一只股份,便为恒指贡献163点,而在大部分蓝筹均录得升幅下,恒指亦重上29,000点水平,收报29,008点,上升333点或1.16%,成交金额达2,811亿元。港股走势又再度有所转强,正如早前指出,只要A股(沪综指)能继续企稳於3,450点水平,港股後市表现仍可审慎乐观,暂预期恒指将续於28,500至29,500点水平上落。
昨日成份股中有一破顶股,就是工业股创科(00669.HK)。创科早前公布之业绩表现远胜预期,单计下半年盈利增速更达42%,毛利率亦维持上升势头,事实上创科本身研发能力强,每年推出数以百计新产品,令毛利率持续有改善;加上投资者预期美国经济将持续有好表现,令其股价亦节节上升。论前景仍然看好,只是股价累升不少,可待回落至130元以下水平吸纳,并作中长线持有。
(笔者为证监会持牌人,持有腾讯及友邦股份)
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恒指能否守住20天线为关键
耀才研究部称,隔晚(8日)美股三大指数全线向上,道指反覆收升0.2%,标普盘中创4,098点历史新高,收升0.4%;大型科技股普遍升逾1%,带领纳指收市升1%。虽然美国首次申领失业救济人数上周出乎意料增加,但联储局主席鲍威尔继续放鸽,认为美国经济正在复苏但并不完整,有很多人仍处於失业状态,局方将一直提供支援,他的讲话与早前的议息纪要均为市场带来信心,最新美国十年期国债息率於亚洲时间回落至1.62水平。港股ADR变动不大,腾讯(00700.HK)昨日股价於股东减持消息影响下仍然能够靠稳,反映市低开始转强,市场目前等待中国公布社融数据以了解货币政策的去向。
恒指昨日重返20天线即保力加通道中轴水平,关键在於能否守稳该水平以正式突破整个3月份的下行轨道,14天RSI重返50以上以及MACD牛讯号扩大均显示技术型态向好,假若接下来大市成交能够进一步增加配合,後市有条件更上一层楼。
(笔者为证监会持牌人)~
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