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植耀輝: 美股反覆納指靠穩 中移動(00941.HK)回A短線利好
阿思達克 05-20 11:30
耀才證券研究部總監植耀輝稱,美股隔晚(19日)走勢反覆,受加密貨幣格價波動拖累,美股三大指數顯著低開,不過科技股低位見有資金吸納,主要受芯片股反彈所致;另外儲備局上月會議紀錄雖然提到未來或有機會調整買債規模,惟由於4月就業數據令人失望,一般預期短期內未會有所改變。最終道指下跌164點或0.48%,收報33,896點,標普則跌12點或0.29%,收報4,115點,納指則僅微跌3點,收報13,299點。

港股在假期前夕表現理想,在A股續有好表現,加上石油股急升,令恆指全日維持超過300點升幅,最終收報28,593點,上升399點。在假期前夕,成交量亦相對較少,計及非凡中國(08032)出售6,000萬股李寧(02331.HK)股份涉資約38億元,全日成交約1,305億元。

亦要談談中移動(00941.HK)回A事宜。中移動本週初宣布回A事宜,將發行9.65億股A股於上海上市,消息刺激其股價最多上升4.8%,收市亦升2.7%,收報50.1元。集團表示集資所得將用於發展5G及雲業務身上,不過中移動本身不缺資金,故回A只是大勢所趨而已!當然中移動今次回A對部分基金或有吸引力,畢竟中移動估值不高加上預期股息率超過7厘,只是純以業務表現則似乎無太大亮點,所以此消息預期只會帶來短暫支持,預期股價於53元將有相當大阻力。

(筆者為證監會持牌人,並未持有相關股份)

炒股不炒市的格局很大可能持續

耀才研究部稱,隔晚(19日)美股表現波動,加密貨幣市場急挫影響整個金融市場投資氣氛,VIX指數於盤中曾抽升至25.96,但隨著加密貨幣跌幅收窄,納指亦表現回穩,帶動市況氣氛回穩。港股ADR普遍下跌,但跌幅不算明顯,而「黑期」今早回升,較周二假期前僅微跌100點左近,料恆指今早裂口低開100點左近,而A股短期後市之表現將成關鍵。此外,商品價格於昨日亦顯著下跌,留意今日(20日)一眾資源股相關表現,料炒股不炒市的格局將會持續。

恆指於假期前成功重越10天線,如前文所述,由4月29日高位29,405點展開的短期跌浪幅度達1690點,若作進一步之反彈,以反彈幅度約0.618計,恆指則有望一試28,759點,亦即是道,如恆指能突破100天線之阻力,指數則可初步確認扭轉跌勢。

(筆者為證監會持牌人)~

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