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植耀輝: 科技股拖累恆指下挫 後市關鍵27,700點
耀才證券研究部總監植耀輝稱,港股昨日在科技股拖累下表現欠佳,恆指更一度考驗28,000點水平,最低見28,042點,尾市跌幅稍為收窄,但全日計仍跌166點,收報28,143點,大市總成交1,653.9億元。科技股表現失色,騰訊(00700.HK)下跌3.6%,美團(03690.HK)更大跌5.6%。其他新經濟股如快手(01024.HK)及京東集團(09618.HK)分別下跌5.9%及2.9%。由於新經濟股短期仍受不利因素困擾,同時如騰訊等技術走勢亦轉弱,想撈底投資者不妨多等一會。

至於整體後市短期去向,則仍要視乎以下兩大要素,其一是科技股跌勢能否喘定,畢竟「ATMX」恆指權重佔比不低;其次為A股表現,如A股能有好表現,則對港股始終會有正面幫助。不過短期仍先看27,700至28,000點水平能否有支持。

(筆者為證監會持牌人,持有騰訊股份)

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恆指首要目標將為5月14日低位27,715點

耀才研究部稱,隔晚美股假期休市,石組與盟友未能就本月後減產安排達成協議,叫停石油產量磋商,意味原油供應本月後可能不會增加,油價上揚創兩年高位。美國將公佈Markit PMI指數,市場預期為64.8,經濟活動繼續擴張,同時亦等待星期四公佈的首領失業金人數,市場預期按周繼續回落,並處於40萬人以下。港股五連跌,近日未有正面催化劑為市場提供炒作,加上近日監管機構對互聯網個人訊息使用有所監控,拖累科網巨頭的走勢,ATM股份走弱將壓制了恆指的表現以及氣氛。

恆指上周快速跌穿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,首要目標將為5月14日低位27,715點,同時以量度跌幅計將有可能26,500點。

(筆者為證監會持牌人)~

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