植耀輝: 季績期展期美股個別發展 港股29,000點見阻力
耀才證券研究部總監植耀輝稱，隔晚(14日)美股三大指數個別發展，銀行股包括高盛(GS.US)及摩通(JPM.US)等季績表現優於預期，標普500指數亦受到支持而一度再創新高，不過科技股走勢偏軟，拖累整體市況表現。最終納指下跌138點或近1%，收報13,857點，標普500指數則下跌16點或0.41%，收報4,124點，道指則收報33,730點，上升53點或0.16%，
港股昨日有理想表現，全日計上升403點，升至28,900點水平，大市升勢亦算全面，成份股中僅得4隻股份下跌，跌幅最多亦不足0.5%。不過美中不足的是，成交金額不多，全日計只得1,381億元，反映投資者入市意慾不高。至於新經濟股表現相當「省鏡」，網易(09999.HK)大升5.7%，新聞多多之美團(03690.HK)則升3.6%，阿里(09988.HK)及騰訊(00700.HK)則分別上升2%及2.6%。
雖然大市表現稍為轉強，但後市表現仍須進一步觀察，當中一大變數仍是A股表現，當然昨日亦見反彈，惟上綜指一日未能重上3,450點水平，走勢亦難以樂觀，同時近期成交量亦不大，昨日亦只得6,500億元而已。加上港股29,000點水平阻力不輕，預期現水平再升機會不大，未入市之投資者亦宜先行觀望。
(筆者為證監會持牌人，持有騰訊及網易股份)
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大市成交再度縮減 後市欠明確方向
耀才研究部稱，隔晚(14日)美股反覆，大型銀行業績強勁，交易收入上升幫助摩根大通(JPM.US)和高盛(GS.US)上季業績超預期，高盛升2.3%為升幅最大道指成份股，道指與標指齊破頂，分別全日高見33,911點及4,151點。但科技股先高後低，美國最大加密貨幣交易平台Coinbase(COIN.US)在納斯特首日掛牌，盤中升幅最多達71.8%，比特幣曾見64,829美元高位，不過後來比特幣短線下挫，拖累市場氣氛，科技股整體先高後低，納指收跌近1%，標普最後亦收跌0.4%。
聯儲局主席鮑威爾重申會等到通脹持續達2%目標和勞工市場完全復甦，才會考慮加息，但預料這兩個指標在明年底前都不大可能達到，加上大部分成員都不預期2024年前會上調基準利率，將有利後市表現。而目前較關鍵的是A股表現，上証綜合指數於3,400點關口爭持，整個反覆偏軟格局仍未有改善，唯幸中港兩地昨日成交偏低，未有太大指標性，A股於短期後市能否扭轉下跌趨勢將成關鍵。
從技術上看，恆指於10天及20天線爭持，大市成交縮減至只得約1,400億元，短線較關鍵的阻力位則在50天線29,200點水平，一日恆指仍處於28,200點至29,200點水平左近，後市仍欠缺明確方向。
(筆者為證監會持牌人)~
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