植耀輝: 美股個別發展納指造好 港股走勢續反覆
耀才證券研究部總監植耀輝稱，美股隔晚(17日)個別發展，債息下跌拖累金融股表現，連帶令道指受壓，不過科技股則造好，最終道指下跌210點或0.62%，收報33,823點，標普500指數微跌1點，收報4,221點，納指上升121點或0.87%，收報14,161點。
港股昨日走勢不俗，早段受美股下跌拖累而下跌，恆指便一度下跌超過200點。不過午後A股走勢轉佳，個別股份如比亞迪(01211.HK)及舜宇(02382.HK)表現突出，令大市由跌轉升之餘，尾市升幅更擴大至超過100點。最終港股上升121點，收報28,558點，結束「七連陰」走勢，成交金額1,402億元。
雖然港股似見反彈，不過外圍情況仍充滿變數，特別是未來美國息口去向甚受關注，而短期美股走勢預期亦會較波動，對港股亦會有一定影響；另外，雖然A股昨日表現理想，但主要是受個別板塊如半導體股拉動，同時北水已連續多個交易日出現淨流出情況，如短期A股再有較大波動，則恆指仍有機會下試28,200點水平。至於昨日提及之時代天使(06699.HK)，昨日股價相當波動，最終亦下跌5%至380元。有關基本面昨日已談，不贅；但基於估值仍高，繼續不建議吸納。
(筆者爲證監會持牌人，並未持有相關股份)
*****************
恆指能否重返20天線成關鍵
耀才研究部稱，隔晚(17日)美股個別發展，美國首次申領失業救濟人數再度重返40萬之上亦遜預期，道指連續第四日受壓，銀行股及原材料股帶領跌勢，盤中一度再挫逾400點，仍挫210點或0.62%，創5周新低。美國10年期債息一度衝上最高1.595釐，惟在美市尾段倒跌6.9個基點，至1.511釐；低位曾見1.446釐，有助科技股走勢，納指收升0.9%。美元走強令紐約期金價格跌4.7%，挫穿1800美元關口。港股ADR變動不大，投資者繼續炒股不炒市，關注新股首發表現，內地茶飲品牌奈雪的茶(02150.HK)正式招股，每股招股價介乎17.2元至19.8元，集資額介乎44.25億至50.94億元。每手500股，入場費9,999.76元。
恆指於保力加通道之底部有所反彈，成交量亦有所配合，不過10天線仍然跌穿多條移動平均線造成死亡交叉，暫時阻力位則下移至20天線28,850點，一日恆指未重越保力加通道之中軸上，指數仍然有向下突破的機會。
(筆者爲證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
