植耀輝: 美股觀望就業數據 港股續看26,000點支持
耀才證券研究部總監植耀輝稱,美股隔晚(5日)造好,三大指數均錄得升幅,道指及納指均上升0.78%,標普500指數亦升0.6%。由於今晚(6日)美國將公布就業數據,有關表現對聯儲局未來部署或有一定啟示,相信美股或會變得較為波動。
至於港股昨日又再度下跌。早段在騰訊(00700.HK)支持下恆指一度回升至26,569點,但隨著騰訊由升轉跌,部分藍籌股走勢亦有所轉弱,拖累恆指午後一度下跌近300點。尾市跌幅稍為收窄,但全日計仍下跌221點,收報26,204點,全日成交1,617億元。
騰訊股價一度反彈至464.4元,但在沽盤湧下,最終下跌3.9%,收報439元。阿里健康(00241.HK)及碧桂園服務(06098.HK)則是跌幅最大成份股,兩者分別下跌6.2%及4.8%;不過濠賭股則見資金撈底,金沙中國(01928.HK)及銀河娛樂(00027.HK)分別上升3%及2.4%。另外快手(01024.HK)股價再創上市後新低,昨日大跌15.3%,收報89.1元。
由於投資氣氛依然審慎,特別是新經濟股表現仍未見起色,騰訊沽壓又再度增加;另值得留意的是,北水早段持續維持淨買入,但午後情況出現逆轉,全日計北水淨流入11.56億元。恐怕大市將維持反覆軟格局,或須考驗25,600點附近水平。
(筆者為證監會持牌人,並未持有相關股份)
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母乳代用品成下一個受監管的行業
耀才研究部稱,隔晚(5日)美股三大指數全線向上,高盛策略員團隊上調標指今年底目標,由4300點升至4700點,主因企業盈利理想及利率處低水平,標普及納指再度創收市新高,市場觀望美國周五將公布非農業就業職位數據。內地接連對各個行業進行監管,最新《新華社》報道指,配方奶粉營銷是影響孕產婦選擇母乳喂養的一大原因,需要加強對母乳代用品營銷行為的規範,乳製品將成下一個受壓的板塊。港股ADR反彈近百點,目前能否重返10天線成關鍵。
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,昨日成功突破首個阻力位為7月29日高位26,335點或10天線,恆指能否站穩此水平以繼續向上成關鍵。
(筆者為證監會持牌人)~
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