植耀輝: 美股續破頂標普七連升 港股區間上落格局未變
耀才證券研究部總監植耀輝稱,美股上週五(2日)繼續有好表現,美國6月非農新增職位達85萬人,優於市場預期,三大指數均錄得升幅,值得一提的是標普500指數,連續七個交易日創新高。全周計,納指升近2%,標普500指數及道指則分別累升1.7%及1%,另外今晚美國假期休市,惟投資者未來仍會繼續注視未來其他經濟數據表現。
港股方面,受A股急挫拖累,恆指大跌517點,收報28,310點,最多更曾跌至28,231點,與6月17日前低位28,216點相差僅15點而已,全日成交金額則爲1,758.9億元。成份股中以信義光能(00968.HK)跌幅最大,達8.1%,其次爲下跌超過5%之美團(03690.HK)。另值得注意的是,上週五北水淨流出達到70.45億元人民幣,當中又集中於騰訊(00700.HK)(淨沽出達33億)、小米(01810.HK)及吉利(00175.HK)等股份身上。
短期走勢而言,港股全周計連跌四個交易日,累計跌幅達977點或3.34%,走勢似有所轉弱,不過暫時恆指仍處於一橫行區間內(28,000至29,500點),故後市關鍵水平爲28,000至28,200點水平。只是如A股走勢未見改善,以及北水淨流出情況仍顯着的話,則港股或須進一步考驗28,000點水平。
(筆者爲證監會持牌人,持有騰訊股份)
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恆指能否守住28,300點成關鍵
耀才研究部稱,美股三大指數上週五全線向上,標指納指再創收市新高,美國非農就業職位增長達85 萬人,爲10個月來最多,亦遠勝預期的69.5萬人。展望本週,藍籌業績期即將開始,留意科技股表現,同時聯儲局週三將公佈5月議息紀錄,關注其中有關縮減量寬政策的時間表。恆指上週急挫近千點後,ADR反彈過百點,不過仍然在橫行區間底部爭持,留意A股表現能否爲大市帶來支持。
恆指上週快速跌穿20天線保力加通道中軸上(28,850點),並下試區間底部即28,300點,假如於該水平有支持的話,恆指則能維持區間上落。但假如該水平正式跌穿,首要目標將爲5月14日低位27,715點,以跌穿區間後的量度跌幅計將有可能26,500點。
(筆者爲證監會持牌人)~
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