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植耀輝: 美股去向還看經濟數據 港股短期或見反彈
耀才證券研究部總監植耀輝稱,美股上周五(24日)變化不大,道指及標普500指數微升,納指則微跌,而全周計則道瓊累升0.6%,標普500指數亦升0.5%,納指則微升0.02%。展望本周,投資者關注點將集中經濟數據表現,當中便包括耐用品訂單及ISM製造業指數。另外亦會關注債務上限談判之最新發展。 港股方面,上周大跌708點,多個板塊均成為跌市重災區。本地地產股受負面消息拖累急跌,內房及內銀則受到恆大(03333.HK)事件影響,股價大幅波動。而恆大系股價亦全線下跌,恆大集團累跌7%,恆大物業(06666.HK)則跌6%,恆大汽車(00708.HK)最傷,累跌達25%,市值縮至217.85億港元。 至於本周大市去向,恆大事件的演化仍會對市場帶來相當衝擊,由於仍未有最終定案,相關觀望氣氛將持續影響大市表現,特別是一眾內房及內銀股走勢。恆指則仍繼續看23,700點支持,反彈目標則為24,500點。另外,上周五不少早前急升之股份如新能源及環保相關股沽壓顯著,相信與假期前夕先行沽貨鎖定利潤有關,若今日相關板塊見反彈,可小注吸納作中短線持有。 (筆者為證監會持牌人,並未持有相關股份) ************************* 恆指需以守住24000點為首要目標 耀才研究部稱,上周美股個別發展,代表中概股的金龍中國指數下跌2.9%,市場聚焦聯儲局主席鮑威爾以及財長耶倫的言論,本周將公布耐用品訂單及個人開支指數,將影響官員的政策取態。本港方面,本周只有四個交易日,周三(29日)期指結算,港股通服務由9月29日起暫停至10月7日。恆大(03333.HK)上周有一筆8,353萬美元利息未確認能否支付,本周三亦需支付2024年3月到期債券的4,750萬美元利息,消息面未明朗下將拖累大市氣氛。 從技術走勢上,恆指上周高位已觸及黃金反彈比率0.382即24,828點水平,進一步反彈目標為25,160,不過14RSI亦長期處於50水平以下,顯示反彈力度偏弱,10天線持續下移的情況下恆指需以守住24,000關口為首要目標。 (筆者為證監會持牌人)~
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