植耀辉: 美股反覆纳指靠稳 中移动(00941.HK)回A短线利好
耀才证券研究部总监植耀辉称,美股隔晚(19日)走势反覆,受加密货币格价波动拖累,美股三大指数显着低开,不过科技股低位见有资金吸纳,主要受芯片股反弹所致;另外储备局上月会议纪录虽然提到未来或有机会调整买债规模,惟由於4月就业数据令人失望,一般预期短期内未会有所改变。最终道指下跌164点或0.48%,收报33,896点,标普则跌12点或0.29%,收报4,115点,纳指则仅微跌3点,收报13,299点。
港股在假期前夕表现理想,在A股续有好表现,加上石油股急升,令恒指全日维持超过300点升幅,最终收报28,593点,上升399点。在假期前夕,成交量亦相对较少,计及非凡中国(08032)出售6,000万股李宁(02331.HK)股份涉资约38亿元,全日成交约1,305亿元。
亦要谈谈中移动(00941.HK)回A事宜。中移动本周初宣布回A事宜,将发行9.65亿股A股於上海上市,消息刺激其股价最多上升4.8%,收市亦升2.7%,收报50.1元。集团表示集资所得将用於发展5G及云业务身上,不过中移动本身不缺资金,故回A只是大势所趋而已!当然中移动今次回A对部分基金或有吸引力,毕竟中移动估值不高加上预期股息率超过7厘,只是纯以业务表现则似乎无太大亮点,所以此消息预期只会带来短暂支持,预期股价於53元将有相当大阻力。
(笔者为证监会持牌人,并未持有相关股份)
炒股不炒市的格局很大可能持续
耀才研究部称,隔晚(19日)美股表现波动,加密货币市场急挫影响整个金融市场投资气氛,VIX指数於盘中曾抽升至25.96,但随着加密货币跌幅收窄,纳指亦表现回稳,带动市况气氛回稳。港股ADR普遍下跌,但跌幅不算明显,而「黑期」今早回升,较周二假期前仅微跌100点左近,料恒指今早裂口低开100点左近,而A股短期後市之表现将成关键。此外,商品价格於昨日亦显着下跌,留意今日(20日)一众资源股相关表现,料炒股不炒市的格局将会持续。
恒指於假期前成功重越10天线,如前文所述,由4月29日高位29,405点展开的短期跌浪幅度达1690点,若作进一步之反弹,以反弹幅度约0.618计,恒指则有望一试28,759点,亦即是道,如恒指能突破100天线之阻力,指数则可初步确认扭转跌势。
(笔者为证监会持牌人)~
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