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植耀輝: 美股個別發展道指跌 港股續考驗25,000點支持
耀才證券研究部總監植耀輝稱,美股隔晚(19日)個別發展,投資者繼續關注聯儲局未來「收水」部署,明尼亞波利斯聯儲銀行總裁Neel Kashkari 稍為為「收水」部署降溫,認為新變種病毒或會令收水步伐放慢。至於三大指數中道指微下跌66點或0.2%,標普500指數及納指則出現反彈,分別上升0.13%及0.11%。 港股方面,受科技股及資源股拖累,恆指昨日再度急挫,並一度失守25,200點,雖然尾市有所反彈,但全日計仍下跌,收報25,316點。科技股再度成為跌市重災區,多隻股份跌至上市後新低,例如阿里巴巴(09988.HK)及快手(01024.HK);而騰訊業績雖優於市場預期,但在投資者仍關注監管風險下,股價仍下跌,並一度失守420元,最終收報421.2元,下跌3.4%。另集團昨日斥資近7,700萬元回購18萬股份。而汽車股則受資金追捧,當中比亞迪(01211.HK)續升0.6%,吉利(00175.HK)亦升超過2%。 港股整體形勢仍不樂觀,特別是科技股走勢疲弱,無疑個別如騰訊等業績表現不俗,現時估值亦相當吸引,但似乎投資者仍關注監管因素,北水又再出現明顯淨沽出情況,故現階段仍宜保持觀望;至於恆指短期須繼續留意科技股走向,同時業績因素亦值得關注,且看25,000點關口能否守穩。 (筆者為證監會持牌人,並未持有相關股份) ************* 恆指今日收市季檢 首先考驗二萬五關口支持 耀才研究部稱,隔晚(19日)美股反覆下跌,投資者擔心美國聯儲局提早「收水」將引發市場震盪,加上疫情出現不確定性,道指隔晚一度挫270點,不過首次申領失業救濟人數34.8萬人,則好過預期的36.4萬人,連續四周下降並創疫後新低,支持美股收市靠穩,標指及納指輕微上揚。美國就業數據向好,不過疫情較反覆,導致美聯儲接下來的動作仍然有變數,美股波動性加大。有「牛市女股神」之稱的Cathie Wood指美國股市未有出現泡沫化,沽空方舟旗艦基金「方舟創新ETF」(ARKK.US)將是錯誤的。內地對科網平台的監管持續,其中騰訊(00700.HK)及阿里(09988.HK)均在昨日創52周新低,騰訊隨即公布回購18萬股,每股作價介乎419.4元至435.2元,留意能否為股價提振。恆指公司今日將會公布恆生系列指數季度檢討結果,包括恆生指數、國企指數、恆生科技指數等港股主要旗艦指數。 從技術走勢上看,恆指一如預期回補7月28日的裂口即25,520點,本周恆指跌逾400的兩個交易天均出現較大的成交配合,目前賣出動力仍然偏強,大市或需回到25,000心理關口才能找到明顯支持。 (筆者為證監會持牌人)~
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