植耀輝: 美股續留意數據表現 港股阻力26,500點
耀才證券研究部總監植耀輝稱,隔晚(2日)美股在公佈非農重磅數據之前表現不俗,三大指數均錄得升幅,當中道指上升131點或0.37%,收報35,443點,標普500指數及納指則分別上升0.28%及0.14%,收報4,536點及15,331點。當然,今晚(3日)非農數據對近期強勢美股有更多啓示,美股能否延續強勢抑或借勢調整很快自有分曉。
至於港股,昨日表現反覆,開市已企穩26,200點水平,其後在「ATM」支持下最多更曾升至26,359點,不過隨着ATM股價由高位回落,恆指一度由升轉跌;雖然其後回升,但最終恆指仍上升62點,收報26,090點,大市成交依然活躍,達到1,710.7億元。ATM最終雖仍能保持升勢,但除阿裏巴巴(09988.HK)升幅較大外,騰訊(00700.HK)及美團(03690.HK)則一般;新能源及電力相關股表現則強勁,多隻股份急升之餘亦破頂,新特能源(01799.HK)及中國高速傳動(00658.HK)便急升兩成以上。
大市暫仍能企穩26,000點之上,不過由於美國將公佈重磅經濟數據(非農職位),相信投資者仍會採取較觀望態度,同時科技股後市表現亦值得留意,畢竟反彈幅度已不少矣!預期大市即使反彈,但26,500點繼續是後市一大阻力。
股份方面,上文提到之電力相關股近期走勢強勁,由於市場繼續憧憬內地新能源發展,加上資金仍積極部署相關板塊,相信短期表現仍可看高一線,建議持貨者可考慮繼續持有。
(筆者爲證監會持牌人,並未持有相關股份)
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北京擬推出新交易所 將拖累港交所(00388.HK)走勢
耀才研究部稱,隔晚(2日)美股三大指數全線向上,標指和納指再創新高,美國首次新申領失業救濟人數下降1.4萬至34萬人,好過預期的34.5萬,加上貿易數據亦好過預期,國際油價升2%。內地昨日表示支持中小企業創新發展,深化新三板改革,設立北京證券交易所,打造服務創新型中小企業主陣地,消息拖累港交所(00388.HK)走勢,遭到北水沽出逾5億,爲昨日錄得最多北水淨流出的港股,留意券商股及港交所的走勢會否有所分歧。中國恆大(03333.HK)據報至少遭兩家最大的非銀債權人,要求其立即償還部分貸款。另外,中誠信下調中國恆大旗下恆大地產集團主體信用等級至「AA」,股價昨日再創自2017年的新低。
從技術走勢上看,指數再度突破20天線的水平,14天RSI接近50水準,走勢開始轉強,成功守住該支持的話意味着指數有條件依保力加通道上軸的水平向上延伸,首要目標望50天線亦即7月26日的下跌裂口頂部,26,878點。
(筆者爲證監會持牌人)~
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