植耀辉: 美股造好纳指标普破顶 恒指反弹阻力25,500点
耀才证券研究部总监植耀辉称,美股隔晚(23日)继续有好表现,三大指数均录得升幅,当中以纳指表现最佳,上升227点或1.55%,收报14,942点,道指及标普500指数则分别上升0.61%及0.85%,收报35,335点及4,479点,纳指、标普更破顶。
港股方面,早段表现相当不俗,多只上周急跌之股份均有强劲反弹,恒指亦一度反弹至25,458点,最多升超过600点。不过午後科技股升势又再度收窄,其他股份升幅亦有所转弱,恒指升幅便一度收窄至不足200点。最终恒指上升259点,收报25,109点,全日成交金额1,697亿元。成份股中以药明生物(02269.HK)升幅最大,升7.3%,其次为阿里健康(00241.HK),升超过6%,至於腾讯(00700.HK)及美团(03690.HK)早段升幅显着,但最终两者升幅收窄至2%及1%。
至於蓝筹新贵,三者皆有理想表现,当中以信义玻璃(00868.HK)升幅最大,达到7.4%,李宁(02331.HK)及招商银行(03968.HK)则分别上升5.3%及4.4%。至於被剔出之交行(03328.HK)股价则下跌3.7%。
恒指昨日虽见反弹,但明显在升至25,500点水平见阻力,反映投资者入市信心不强,并倾向短线部署为主;而短期大市表现则仍视乎业绩因素以及内地消息为主。预期大市暂将维持反覆上落为主,於24,600至25,500点上落。
(笔者为证监会持牌人,并未持有相关股份)
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恒指下一步反弹目标看25,698点
耀才研究部称,隔晚(23日)美股三大指数全线向上,美国FDA全面批准使用新冠疫苗,带动市场气氛,纳指连续两日均扬逾1%;国际原油价格升5%,创9个月来最大升幅。金龙中国指数涨3.3%,创逾三周最大升幅,蔚来汽车(NIO.US)、拼多多(PDD.US)、京东(JD.US)对指数贡献最大。京东(09618.HK)二季度收入按年升26.2%超预期,市场继续聚焦业绩股表现,药明生物(02269.HK)公布上半年纯利18.42亿元人民币(下同),按年上升1.5倍,经调整纯利17.69亿元,按年上升1.63倍,好过公司盈喜预计的1.35倍。今日(24日)有超过80家主板公司公布业绩,包括安踏(02020.HK)、碧桂园(02007.HK)、海底捞(06862.HK)、京东健康(06618.HK)及平安好医生(01833.HK)等。
从技术走势上看,以恒指上周高低点26,822点至24,581点起计的话,指数昨日成功反弹黄金比率0.382的水平,进一步技术性反弹的目标将会为25,698点,不过要留意,指数长远需要升穿26,822点水平才能打破一浪低於一浪的弱势格局。
(笔者为证监会持牌人)~
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