植耀辉: 季绩期展期美股个别发展 港股29,000点见阻力
耀才证券研究部总监植耀辉称，隔晚(14日)美股三大指数个别发展，银行股包括高盛(GS.US)及摩通(JPM.US)等季绩表现优於预期，标普500指数亦受到支持而一度再创新高，不过科技股走势偏软，拖累整体市况表现。最终纳指下跌138点或近1%，收报13,857点，标普500指数则下跌16点或0.41%，收报4,124点，道指则收报33,730点，上升53点或0.16%，
港股昨日有理想表现，全日计上升403点，升至28,900点水平，大市升势亦算全面，成份股中仅得4只股份下跌，跌幅最多亦不足0.5%。不过美中不足的是，成交金额不多，全日计只得1,381亿元，反映投资者入市意慾不高。至於新经济股表现相当「省镜」，网易(09999.HK)大升5.7%，新闻多多之美团(03690.HK)则升3.6%，阿里(09988.HK)及腾讯(00700.HK)则分别上升2%及2.6%。
虽然大市表现稍为转强，但後市表现仍须进一步观察，当中一大变数仍是A股表现，当然昨日亦见反弹，惟上综指一日未能重上3,450点水平，走势亦难以乐观，同时近期成交量亦不大，昨日亦只得6,500亿元而已。加上港股29,000点水平阻力不轻，预期现水平再升机会不大，未入市之投资者亦宜先行观望。
(笔者为证监会持牌人，持有腾讯及网易股份)
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大市成交再度缩减 後市欠明确方向
耀才研究部称，隔晚(14日)美股反覆，大型银行业绩强劲，交易收入上升帮助摩根大通(JPM.US)和高盛(GS.US)上季业绩超预期，高盛升2.3%为升幅最大道指成份股，道指与标指齐破顶，分别全日高见33,911点及4,151点。但科技股先高後低，美国最大加密货币交易平台Coinbase(COIN.US)在纳斯特首日挂牌，盘中升幅最多达71.8%，比特币曾见64,829美元高位，不过後来比特币短线下挫，拖累市场气氛，科技股整体先高後低，纳指收跌近1%，标普最後亦收跌0.4%。
联储局主席鲍威尔重申会等到通胀持续达2%目标和劳工市场完全复苏，才会考虑加息，但预料这两个指标在明年底前都不大可能达到，加上大部分成员都不预期2024年前会上调基准利率，将有利後市表现。而目前较关键的是A股表现，上证综合指数於3,400点关口争持，整个反覆偏软格局仍未有改善，唯幸中港两地昨日成交偏低，未有太大指标性，A股於短期後市能否扭转下跌趋势将成关键。
从技术上看，恒指於10天及20天线争持，大市成交缩减至只得约1,400亿元，短线较关键的阻力位则在50天线29,200点水平，一日恒指仍处於28,200点至29,200点水平左近，後市仍欠缺明确方向。
(笔者为证监会持牌人)~
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