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植耀輝: 美股全線反彈 港股25,000點阻力大
耀才證券研究部總監植耀輝稱,美股隔晚(23日)表現理想,三大指數均有不俗表現,當中道指急升506點或1.48%,收報34,764點,標普500指數亦升1.2%,收報4,448點,納指則升超過1%,收報15,052點。 港股方面,在科技股作出強勁反彈下恆指一度大升超過600點,但高位欠承接之餘,個別板塊如汽車及體育用品股等走勢又轉弱,恆指升幅亦持續收窄,一度收窄至只得92點。幸好新經濟股尾市再度發力,最終恆指上升289點,收報24,510點,大市成交暢旺,全日成交1,789億元。 成份股中以內房及物管股表現最好,碧服(06098.HK)上升12.7%,三隻內房成份股龍湖(00960.HK)、碧桂園(02007.HK)及華潤置地(01109.HK)分別上升9.7%、7.2%及6.5%。不過貢獻最大仍是新經濟股,單一隻美團(03690.HK)便爲恆指貢獻96點。 另外,個別板塊如電力相關股升幅驚人。華潤電力(00836.HK)便升超過14%,電氣設備股東方電氣(01072.HK)亦升13.5%。紙業股亦見追捧,晨鳴紙業(01812.HK)及玖龍紙業(02689.HK)分別上升18%及10%。 雖然港股連續第二個交易日出現反彈,但後市仍有待觀察,畢竟大市反彈並不全面,恆大(03333.HK)事件一日未明朗化,對相關板塊的衝擊仍不能忽視;預期恆指暫於23,700點至25,000點上落,強勢股料繼續獲追捧,弱勢板塊則暫不宜沾手。 (筆者爲證監會持牌人,並未持有相關股份) ************ 投資者關注恆大(03333.HK)能否支付下一筆8,350萬美元利息 耀才研究部稱,聯儲局日前暗示加息步伐將較預期稍爲提早,不過卻沒有定下明確的時間表,最新出爐經濟數據較爲參差,銀行股上升支持美股走勢,三大股指均彈1%以上。美國首次申領失業救濟人數連升兩週至35.1萬人,高過預期32萬人;同時9月份製造業PMI跌至60.5的5個月低位,遜於預期的61,減輕了市場對「收水」的擔憂。港股於北水迴歸的第一日展現強勁反彈,當中新經濟股受到追捧,另外發電類相關股份亦因國策支持有好表現,目前投資者繼續關注恆大(03333.HK)能否如期支付下一筆8,350萬的美元利息,恆大目前未有公佈處理方法,若債務違約風險得以消除大市有條件繼續反彈。 從技術走勢上,以9月8日高位26,560點起計,恆指連日下挫逾2,700點,假設市況回穩並出現技術性反彈的話,0.382首要目標爲24,828點水平,進一步反彈目標爲25,160點。 (筆者爲證監會持牌人)~
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