植耀輝: 非農數據遜預期美股升 港股29,000點水平拉鋸
耀才證券研究部總監植耀輝稱,美股上周五(4日)走勢不俗,5月非農就業數據遜預期,美匯轉弱之餘亦令投資者相信美國聯儲局仍有空間維持觀望態度,加上科技股造好,令三大指數均能錄得升幅。全周計三大指數亦保持升勢,當中道指累升0.7%,標普500指數亦累升0.6%,連續第二個星期上升,至於納指近期走勢則更佳,雖然全周計升幅只得0.5%,但已是連升第三個星期。
至於港股,上周正式踏入6絕月,走勢亦相當反覆,6月1日當日曾急升316點,但其後卻連跌三個交易日,全周計港股則下跌206點,收報28,918點。雖然港股變化不大,但不少板塊及相關概念股走勢卻相當波動,當中便包括醫美概念及教育相關股。當然,後市一大指標依舊需視乎A股行情及北水狀況,不過29,400點水平阻力不輕,故恆指要向上突破似乎機會不大,預期將繼續於29,000點水平附近爭持。
(筆者為證監會持牌人,並未持有相關股份)
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恆指關鍵支持為28,500點水平
耀才研究部稱,上周五(4日)美股收市全線反彈,納指揚逾1%。美國上月非農就業職位增長56萬人,連續第二個月遜預期,上周的ADP私人職位增長則勝預期,較為參差的就業數據則紓緩了聯儲局收緊貨幣政策的憂慮,科技股彈幅較大。另一方面,美財長耶倫指當局大幅增加開支刺激經濟,所以即使利率及通脹上升均為經濟向好的後果,是一件正面的事。港股ADR反彈至29,000點水平,留意權重於藍籌成份股有所加重的科網股表現能否繼續支持市況。萬洲(00288.HK)復牌,公司提出有條件自願性現金要約,按每股7.8元之現金代價,較停牌前報價6.805元溢價14.62%,回購並註銷最多19.17億股股份,佔股本約13%
技術上去,恆指本周於29,500點關口遇壓回落,未能突破自三月3起以來的長方形橫行格局,雖然10天線與100天線剛出現黃金交差,不過昨日已跌穿即市支持29,000點,需要留意20天線28,500點,即保力加通道中軸能否成功守住,假設該水平再度失守的話,恆指下試橫行區間低部即27,700點的風險亦將增加。
(筆者為證監會持牌人)~
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