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植耀輝: 地緣政局升溫美股跌 恆指反彈乏力續區間上落
耀才證券研究部總監植耀輝稱,受地緣政治風險升溫影響,隔晚(26日)美股升勢終告斷纜,美股三大指數均下跌,當中道指下跌192點或0.54%,收報35,213點,標普500指數亦下跌26點或0.58%,收報4,470點,納指下跌96點或0.64%,收報14,945點。 至於港股,昨日未能承接美股走勢,開市早段雖曾升至25,706點,但科技股沽壓再現,加上部分個股於業績後股價顯著受壓,恆指亦再度下挫,午後A股表現轉差一度加劇恆指跌勢,最低便見25,255點;不過收市前收復部分失地,最終恆指下跌278點或1.08%,收報25,415點,成交金額縮減至1,385.8億元。 成份股中以只得6隻股份上升,當中以蒙牛(02319.HK)表現最佳,上升3.5%,集團上半年業績表現不俗,支持股價表現。而下跌股份中瑞聲(02018.HK)表現最差,大跌10%,而申洲國際(02313.HK)績後亦捱沽,全日計亦跌5.1%。 市況又再度轉弱,科技股勢弱仍是主要原因,不過大部分公司業績未有驚喜,個別表現更令人失望,則某程度上加劇大市波動性。因此短期內大市仍處易跌難升的情況。大市短期支持為25,000點水平,而26,000點則繼續是上方阻力。 (筆者為證監會持牌人,並未持有相關股份) ************ 恆指首要支持位仍然處於25,000點大關 耀才研究部稱,美股三大指數全線下跌,Jackson Hole全球央行年會揭幕,投資者關注各國央行總裁如何針對未來貨幣政策走向、Delta變種病毒下的經濟影響發表看法,當中多名聯儲官員主張局方應該提早縮減買債,拖累美股偏軟。港股方面投資者則聚焦業績股,中國平安(02318.HK)上半年淨利潤按年跌15.5%,遜預期,主要由於對華夏幸福(600340.SH)相關投資進行減值,新業務價值則倒退11.7%,新業務價值率跌5.5個百分點,集團派中期息0.88元,按年升10%。另外,集團擬使用自有資金50億至100億元進行A股股份回購,每股回購作價不超過82.56元人民幣。科網股連續兩日偏軟,拖累恆指26,000點前止步,反彈勢頭暫告一段落,市場繼續等待業績驚喜以及央行年會對利率走向的信號。 從技術走勢上看,指數近期高見25,982點,已成功反彈黃金比率0.618的水平,亦將貼近20天線的水平,不過該水平開始遇壓,短期能否突破20天線扭轉弱勢成關鍵,首要支持位仍然處於25,000點大關。 (筆者為證監會持牌人)~
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