植耀輝: 美股個別發展道指偏軟 港股反彈觀望業績表現
耀才證券研究部總監植耀輝稱,美股隔晚(2日)個別發展,經濟數據表現遜預期,1.2萬億美元基建方案亦存在變數,同時變種病毒繼續於多國肆虐,利淡投資氣氛。道指開市早段一度再創歷史新高;不過升幅陸續收窄,其後更由升轉跌,最終道指下跌97點或0.3%,收報34,838點,標普500指數亦跌8點或0.2%,收報4,387點,納指則微升8點,收報14,681點。
港股方面,在8月首個交易日表現不俗,雖然新經濟股表現仍令人失望,但在比亞迪(01211.HK)急升,加上港交所(00388.HK)及中移動(00941.HK)表現不俗,令恆指回升超過274點,收報26,235點。成交金額則回落至1,669.5億元。除以上股份造好外,內房股亦見回勇,華潤置地(01109.HK)、中海外(00688.HK)及龍湖集團(00960.HK)升幅介乎3.6%至4.8%,另外重型機械股亦見異動,中聯重科(01157.HK)、濰柴動力(02338.HK)均升超過13%。
港股昨日見反彈,畢竟7月港股跌幅不少,出現反彈亦屬正常,不過後市變數仍多,須留意內地政策消息以至A股表現,另外踏入業績期,投資者亦會關注藍籌業績,相信港股仍有力作出反彈,但26,500點以上水平料會開始遇上阻力。
(筆者爲證監會持牌人,並未持有相關股份)
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恆指首要阻力位置26,335點
耀才研究部稱,隔晚(2日)美股三大指數個別發展,道指盤中再度破頂。美國經濟數據參差,7月份製造業PMI終值升至63.4,略高過預期的63.1;7月ISM製造業指數回落至59.5,遜預期的61,道指盤中高見35192點後收市倒跌近百點。港股ADR變動不大,投資者除了關注企業業績之外,中美關係仍然會影響大市氣氛。匯控(00005.HK)第二季季績勝預期,不過派中期息每股7美仙,略低於預期,雖然公司預告末期息將多過中期息,但派息比率將靠近40%至55%的目標範圍下限,未能爲大市氣氛帶來提振作用。
從技術走勢上看,恆指目前已步入一個典型浪低於浪之格局,目前首個阻力位爲7月29日高位26,335點或10天線(暫在26,604點,亦正在每日急速下移),恆指如於短期後市未能儘快突破上述阻力,亦意味指數再度下試7月份低位24,748點之風險亦在逐漸增加。
(筆者爲證監會持牌人)~
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