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植耀輝: 美股續升惟存隱憂 藍籌業績期大市續拉鋸
耀才證券研究部總監植耀輝稱,美股上周五(13日)繼續有好表現,三大指數均錄得升幅之餘,道指標普更連續第四個交易日創歷史新高,全周計道指累升0.8%,標普500指數亦升0.7%。至於納指則微跌0.1%。後市存在不少變數,由於當地疫情又再有惡化跡象,未來會否又再打擊消費者信心要多加關注,尤其是上周五美國密西根大學公布之8月消費者信心指數驟降至70.2,遠低預期的之81.2,更是2011年12月以來最低,反映疫情正打擊美國消費者信心。 港股方面,恆指繼續於早前25,900點至26,800點水平上落,未見顯著方向。現時左右港股去向之因素不少,當中本周將有多隻重磅股如騰訊(00700.HK)及友邦(01299.HK)等公布業績,表現亦將對後市有一定影響,當然,對新經股之陰霾依舊存在,上周五內地又再有報道針對直播危害未成年人,消息一出即時又再震散新經濟股。因此本周騰訊業績除了能否符合預期外,尚要留意管理層對近日監管之看法。在觀望氣氛甚濃的情況下,相信大市亦未必會有太大波動,並繼續於上文提到之區間徘徊。 (筆者為證監會持牌人,持有友邦股份) ********************** 關注中國經濟數據以及重磅股業績 耀才研究部稱,美股三大指數上周五(13日)溫和上升,美國消費信心跌至近10年新低,資金湧入債市避險,美國10年期債息尾段回落7.1個基點,低見1.292厘。展望本周,中國今天將公布7月份重磅經濟數據,工業增加值、零售和固定資產投資增速均料放緩;另一方面,本周亦有一筆7,000億元人民幣規模MLF到期,留意央行於降準後續作的利率以及力度,中信固收首先預計或將不完全續作。重磅股騰訊(00700.HK)及友邦(01299.HK),以及其他科指成份股將陸續公布業績,留意業務表現能否為市場帶來驚喜,從而再度修復估值。 從技術走勢上看,恆指未能突破20天線水平,不過亦暫時守住自7月27日起的上升三角型,近日大市成交有所縮減,屬收窄待變之格局。 (筆者為證監會持牌人)~
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