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植耀輝: 美股造好納指創新高 港股勢弱28,200點成關鍵
耀才證券研究部總監植耀輝稱,美股三大指數隔晚(22日)均造好,當中納指更創收市新高,上升111點或0.7%,收報14,253點,至於道指及標普500指數亦分別上升0.2%及0.51%,收報33,945點及4,246點。

聯儲局主席鮑威爾出席國會聽證會時重申,雖然通脹壓力較預期強勁,惟認為只屬短暫,他亦暗示現時距離加息仍相當遙遠;另外他亦未有就何時縮表提供清晰時間表。

港股方面,昨日在科技股拖累下恆指下跌179點,收報28,309點,當中小米(01810.HK)下跌3.2%,騰訊(00700.HK)及美團(03690.HK)亦跌近3%,阿里巴巴(09988.HK)雖然跌逾1%,惟已跌至200元邊緣附近。至於騰訊亦值得留意,其股價自失守250天線後走勢明顯轉差,加上北水大手沽出,似乎走勢短期仍較難看好,不過始終基本面仍不俗,保持耐性候低再分注吸納問題不大。

後市方面,港股過去兩個交易日跌幅近500點,雖然仍未跌破前低位亦即28,200點,惟較特別的是A股表現轉強亦無助港股氣氛,科技股弱勢亦令大市難有好表現。所以先視乎28,200點能否守穩。至於板塊則仍然是強者越強、弱者越弱之情況。

(筆者為證監會持牌人,持有騰訊股份)

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恆指能否反彈扭轉弱勢將是關鍵

耀才研究部稱,隔晚(22日)美股繼續上升,納指更創新高,美國聯儲局主席鮑威爾表示不會先發制人地加息,市場逐步消化聯儲局官員的鷹派立場。港股ADR則個別發展,昨晚夜期上升131點見28,324點,而「黑期」今早亦升逾160點見28,400點,料恆指今早有望高開,但相信市況將會維持炒股不炒市的格局。

恆指正持續下試保力加通道之底部,目前首個支持位為28,300點,如恆指於短期後市未能盡快重上保力加通道之中軸上(28,850點),指數仍存在創月中新低之威脅,即指數可能下試28,000點心理關口,亦即是目前的牛證重貨區。

(筆者為證監會持牌人)~

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