植耀輝: 美股回升投資者續觀望 港股恐考驗24,500點
耀才證券研究部總監植耀輝稱,美股隔晚(15日)反彈,三大指數均錄得升幅。納指及標普500指數便分別上升0.82%及0.85%,道指亦升0.68%。投資者繼續觀望下週聯儲局議息會議。有研究機構指近期當地散戶入市意欲減少,反映美股遭拋售之可能性升溫。不過筆者暫相信除非下週聯儲局有過鷹之舉,否則美股縱有調整亦不會太大。
回說港股,連續第三個日交易日急跌,累積跌幅達到1,172點。值得一提的是,濠賭股跌幅驚人,金沙中國(01928.HK)及銀娛(00027.HK)分別暴跌32.5%及20%,成份股出現如此急跌實在相當罕見。當然大跌有其原因,投資者擔心澳門《博彩法》進行公衆諮詢後或會加強監管甚至有機會喪失賭牌,令整個板塊大跌。跌幅無疑相當驚人,不過事態發展涉及變數相當多及複雜,建議投資者即使博反彈亦宜小注。
至於整體市況,則基於多個板塊受政策因素左右,對市場氣氛有一定影響,投資者亦未必敢「撈底」。由於大市好消息欠奉,進一步考驗前低位約24,500點機會甚高,投資者亦宜儘量避開受政策因素影響之股份。
(筆者爲證監會持牌人,並未持有相關股份)
***********
恆指小雙頂頸線不宜有失
耀才研究部稱,隔晚(15日)美股三大指數反彈,能源板塊升幅居前,澳門或修例限制賭場營業事宜繼續發酵,永利度假村(WYNN.US)收市再瀉6.3%;拉斯維加斯金沙(LVS.US)及美高梅集團(MGM.US)分別下滑1.7%及2.49%。國家網信辦發佈《關於進一步壓實網站平臺信息內容管理主體責任的意見》,內容加強對網站平臺的合規經營以及對未成年人的服務要求,短期內互聯網平臺將繼續因政策不確定性走弱,拖累大市氣氛,港股ADR變動不大,恆指先於兩萬五關口水平爭持。
從技術走勢上看,指數已下試8月31的低位25,110水平。目前於2萬5大關爭持,需小心若該水平跌穿的話則出現了失守小雙頂頸線的型態。但假如成功守住的話則有條件作長方型上落格局。
(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.