You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀輝: 非農數據差美股乏方向 港股續26,000點上落
耀才證券研究部總監植耀輝稱,美國8月非農數據遜於預期,新增就業職位僅23.5萬人,遠遜市場預期,併爲今年最差表現,失業率5.2%則降至疫情爆發以來新低,符合市場預期,反映在疫情下經濟前景仍充滿挑戰,上週五(3日)三大指數表現亦見反覆,道指及標普500指數下跌,至於納指則在蘋果公司(AAPL.US)及Nvidia(NVDA.US)造好支持下上升0.21%,爲今年第35次創收市新高。全周計,道指下跌0.24%,標普及納指則上升0.6%及0.24%。 至於港股,上週五雖回落接近190點,但在科技股反彈支持下,全周計仍能上升494點或1.95%,收報25,901點,爲連續第二個星期上升。「ATM」上週表現不俗,三者分別累升5.8%、4.6%及8.8%,不過阿裏健康(00241.HK)升幅更強,一週計升近18%,爲表現最佳藍籌,中信股份(00267.HK)亦升近16%;惟弱勢股表現仍失色,早前已接連「破底」之平安(02318.HK)上週再跌6.4%,比亞迪股份(01211.HK)亦跌超過3%。 由於大市本身暫亦未見有太多利好消息,新經濟股表現將對大市有舉足輕重影響,只是整體走勢仍未明朗,預期恆指將暫於26,000點水平上落。 (筆者爲證監會持牌人,並未持有相關股份) ********** 美數據參差支持科技股 恆指仍需守住20天線 耀才研究部稱,上週五(3日)美股三大指數收市個別發展,美國8月非農就業僅新增23.5萬人,遠遜預期的72.5萬,疲弱的就業數據利淡了舊經濟股,油價亦跌1%,不過憧憬聯儲局可能要重新考慮實施收水的時間表,科網股普遍表現較強。展望本週,多名聯儲局官員將會相繼發言,同時關注歐洲央行議息會,以及中國的CPI指數及社融,假設政府專項債加快發行將會對基建板塊有所炒作。上週五在港的科網股有所回吐,恆指短線仍需以守住20天線爲目標。 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)~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account