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植耀輝: 美股續造好靜待季績 港股勢弱續尋底
耀才證券研究部總監植耀輝稱,踏入科技股業績發佈高峯期,美股隔晚(26日)表現平穩,三大指數均錄得升幅並再創歷史新高,當中道指上升82點或0.24%,收報35,144點,標普500指數上升10點,收報4,422點,納指微升3點,收報14,840點。

港股昨日大幅急挫,當中中概股及教育股跌幅顯着,由於相關板塊繼續受政策因素拖累,短期恐怕亦「無運行」,悲觀氣氛亦蔓延至整體大市。以走勢而言,恆指現時亦已跌至年內低位,250天線亦正式失守,意味後市或會反覆向下尋底,投資者現水平宜守不宜攻,重貨者亦暫宜減一減磅。至於恆指由於連早前低位26,800點亦跌穿,下一較大支持將下移至26,000點附近,此水平亦爲去年底之橫行區支持。

另外,雖然昨日不少板塊及股份跌幅顯着,惟由於市場氣氛依然偏弱,加上A股表現亦有所轉差,故暫只宜靜觀其變。

(筆者爲證監會持牌人,並未持有相關股份)

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美股再破頂 中概股未止瀉

耀才研究部稱,美股連續第五日高收,隔晚(26日)三大指數持續創歷史收高,市場憧憬業績利好,資金吸納增長型新經濟股,特斯拉(TSLA.US)盈利及銷售勝預期,盤後升幅擴大。不過在美掛牌的教育中概股繼續捱沽,其中新東方(EDU.US)進一步瀉逾33%,網易有道(DAO.US)跌超過33%,高途教育(GOTU.US)挫約29%;其他大型中資科技股亦受壓,拼多多(PDD.US)、阿裏(BABA.US)、騰訊(TCTZF.US)及百度(BIDU.US)跌幅介乎6%至10%。基於政策風險持續影響科網及教育行業的投資氣氛,在美國上市的中國公司市值在五個月內蒸發了7,690億美元,納斯達克金龍中國指數兩個交易日累計下跌了15%,創下2008年以來最高紀錄,而近月納入多隻新經濟股的恆指亦會受到拖累,投資者需避免政策重災區撈底。

恆指一舉跌穿250天線以及7月9日的低位26,861點,配合2,680億元的超量主板成交,目前下行壓力顯着,最悲觀的情況需先回補去年11月9日造成的上升裂口,位於25,799點。

(筆者爲證監會持牌人)~

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