植耀輝: 美股連升第三日 港股反彈後市仍審慎
耀才證券研究部總監植耀輝稱,雖然上週新申領失業救濟金人數遜預期,企業業績亦好壞參半,但美股隔晚(22日)繼續有好表現,並連升第三個交易日。道指微升25點或0.07%,收報34,823點;標普500指數及納指分別上升0.2%及0.36%,收報4,367點及14,684點。現時三大指數距離歷史高位不足1%。
至於港股,恆指昨日上升499點或1.83%,收報27,723點,總算終止「三連跌」。當中美團(03690.HK)、友邦(01299.HK)、匯控(00005.HK)及阿裏巴巴(09988.HK)四隻股份已爲恆指貢獻213點。成交股中以信義光能(00968.HK)及創科實業(00669.HK)表現最佳,上升超過5%,龍湖集團(00960.HK)及銀娛(00027.HK)亦升超過4%。至於上一個交易日急升之舜宇(02382.HK)及瑞聲(02018.HK)則見回吐壓力,兩者均下跌近1%。
雖然港股出現反彈,但後市是否轉勢仍言之尚早,始終投資氣氛仍較審慎,當然後市一大關鍵支持仍是250天線(約27200點)及7月9日之低位約26,860點。惟美股及A股再有較大波動,則恆指仍有機會考驗下方支持位。
(筆者爲證監會持牌人,持有友邦股份)
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北水於科網股反彈時出貨
耀才研究部稱,隔晚(22日)美股反覆上落,收市微升。美國首次申領失業救濟人數增加5.1萬人,爲3月底以來最多,至41.9萬人,多過預期的35萬人。市場轉爲關注業績股份,Twitter(TWTR.US)次季收入勝預期,股價盤後升15%。造車新勢力回吐,小鵬(XPEV.US)、蔚來(NIO.US)及理想(LI.US)跌1%以上。恆指昨日雖然反彈近五百點,不過北水仍然再度大量沽出騰訊(00700.HK)、美團(03690.HK)及微盟(02013.HK),可見有分資金於版塊反彈時高位沽貨。
恆指成功守住250天線27162點關口失而復得,加上站住10天線之上,有條件上望7月16日高位28218點。假如反彈力度足夠的話,有望造成小雙底型態以繼續反彈。
(筆者爲證監會持牌人)~
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