植耀輝: 美股個別發展納指揚 港股續升短線看26,500點
耀才證券研究部總監植耀輝稱,美股隔晚(9日)個別發展,就業數據理想令投資者關注聯儲局會否加快收水部署,另外亦繼續關注疫情擴散之最新狀況。道指下跌106點或0.3%,收報35,101點,標普500指數則跌4點,收報4,432點,納指則上升24點,收報14,860點。
港股方面,昨日在騰訊(00700.HK)及美團(03690.HK)雙雙造好下有不俗表現,恆指上升104點,收報26,283點,成交量則不足1,500億元。不過升勢亦非全面,不少早前強勢股份均有所回調,當中比亞迪(01211.HK)及安踏(02020.HK)便成為跌幅最大藍籌,前者下跌4.3%,後者則跌近3%。而阿里(09988.HK)則受性侵醜聞影響,股價下跌2.5%。
恆指昨日雖見反彈,不過主要集中騰訊及美團身上,以及一眾早前較弱勢之股份。所以後市是否已擺脫弱勢仍言之尚早,而且短期仍要視乎企業業績以及美國通脹數據表現。預期恆指26,500點水平繼續會有一定阻力。
(筆者為證監會持牌人,並未持有相關股份)
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北水買入科技股 留意能否帶領大市反彈
耀才研究部稱,隔晚(9日)美股收市個別發展,美國新增確診人數與住院人數創下半年新高,市場憂慮變種病毒會拖慢全球經濟復甦,高盛(GS.US)調低中國經濟增長的預測,將全年GDP增長預測由8.6%下調至8.3%,紐約期油一度勁挫4.59%,低見每桶65.14美元,創11周新低,能源股跑弱,三大指數中,只有納指收市錄得升幅,不過瑞信仍相信美股由去年3月開始的升勢可持續,標指明年底將攀至約5,000點,較高盛上周作出的預測高100點。舜宇光學(02382.HK)公布7月手機鏡頭出貨量1.05億件,按年跌22.9%,主要是因為整體智能手機市場需求較去年同期有所放緩。北水昨日主要買入騰訊(00700.HK)及美團(03690.HK),沽出較強勢的體育用品股,留意科網股能否跟隨外圍反彈。
從技術走勢上看,恆指於8月4日的高位26,650點見頂回落,目前仍符合一個典型浪低於浪之格局,需注意恆指於7月28號遺留了一個上升裂口仍未回補,意味未來仍有機會下試25,520點,投資者切勿掉以輕心。
(筆者為證監會持牌人)~
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