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植耀辉: 美股反弹後市续波动 本周焦点腾讯(00700.HK)季绩
阿思达克 05-17 12:09
耀才证券研究部总监植耀辉称,美股上周五(14日)造好,受科技及能源股带动,三大指数均录得升幅,当中纳指急升304点或2.32%,道指亦升超过1%。不过全周计,三大指数仍要下跌,道指及标普累跌1%,纳指表现更失色,累跌2.3%之余,更是连续第四个星期下跌。事实上随着通胀预期升温,经济数据表现以及疫情变化但无可避免地令金融市场更为波动。

至於港股,上周五在友邦(01299.HK)急升下造好,恒指亦重上28,000点水平,最终收报28,027点,上升308点,不过全周计仍下跌逾2%。展望本周,投资者仍需关注美股以及A股表现,特别是北水动态,当然部分权重股如友邦能否维持强势亦值得关注,毕竟上周五单一只友邦,便为大市贡献超过170点。预期港股暂将继续於28,000点水平上落,但同时须留意一旦外围再大幅波动,恐怕大市或会下试27,500点水平。

股份方面,新经济股依然捱沽,特别是美团(03690.HK)及阿里巴巴(09988.HK),两者上周便分别累跌13.7%及近7%。当然其他新经济股走势亦欠佳,刚公布首季业绩之哔哩哔哩(09626.HK)便大跌12.7%,快手亦累跌9.2%,腾讯(00700.HK)相对硬净,但上周亦要跌近3%,并一度考验250天线支持。由於新经济股走势未见太大改善,加上美国科技股亦见反覆,同时投资者亦担心相关政策风险,相信短期内新经济股走势仍会较偏弱。当然本周另一关注点为腾讯季绩,笔者预期表现仍会相当不俗,已持货量仍可考虑继续持有。

(笔者为证监会持牌人,持有友邦及腾讯股份)

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港股暂将继续於28,000点水平上落

耀才研究部称,美股上周连续两个交易日出现反弹,然而全周计,道指与标指分别累跌1.1%与1.4%;纳指跌幅更达到2.3%,连续四星期录得跌幅,属去年8月以来最长。耐用消费品类、金融类与原材料类表现较佳,非必须消费品与科技类则较失色。本周焦点将是蓝筹业绩与联储局上月议息纪录。

至於港股,上周五在友邦(01299.HK)急升下造好,恒指亦重上28,000点水平,最终收报28,027点,上升308点,不过全周计仍下跌逾2%。展望本周,投资者仍需关注美股以及A股表现,特别是北水动态,当然部分权重股如友邦能否维持强势亦值得关注,毕竟上周五单一只友邦,便为大市贡献超过170点。预期港股暂将继续於28,000点水平上落,但同时须留意一旦外围再大幅波动,恐怕大市或会下试27,500点水平。

技术上来看,恒指暂时守住3月份年内低位27,505点关口,但仍处於5天线下方,若後市能有效向上突破,将有机会重回横行长方型之格局,关注28,300点阻力。

(笔者为证监会持牌人)~

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