植耀輝: 美股個別發展 港股後市變數仍多
耀才證券研究部總監植耀輝稱,美股隔晚(27日)個別發展,在資源股及金融股造好下,道指表現較佳,上升71點或0.21%,收報34,869點,標普500指數及納指下跌,當中納指跌幅較大,下跌77點或0.52%,收報14,969點,標普500指數則下跌12點或0.28%,收報4,443點。
港股方面,昨日走勢反覆,低開約60點後很快便由跌轉升,其後升幅一度擴大至超過300點,不過升勢未能延續,至尾市更一度倒跌,最終恆指收報24,208點,微升16點,大市成交金額1,489億元。個別藍籌表現不俗,中海油(00883.HK)擬回歸A股,股價受消息支持,上升超過5%,兩隻藥股藥明生物(02269)及石藥集團(01093.HK)分別上升3.5%及3.7%。不過上周急跌之汽車股及新能源股繼續捱沽,吉利(00175.HK)及信義光能(00968.HK)均下跌超過4%。
雖然大市微升,但整體氣氛並不理想,尤其是不少早前急升之板塊如航運及電力股表現強差人意,跌幅更超過一成,似反映投資者擔心內地限電措施或會影響經濟以至出口表現。只是有關擔憂似乎過慮之餘,股價亦調整過度,如短期未有進一步利淡消息,相信有望出現顯著反彈,故不妨繼續作中長線持有。
(筆者為證監會持牌人,並未持有相關股份)
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港股期指結算前夕缺乏催化劑
耀才研究部稱,隔晚(27日)美股個別發展,金融股及工業股受追捧,不過科技股則回落,金龍中國指數反彈2%。因應天然氣短缺問題,美國天然氣價格急升至逾七年半高位;油價亦創近月高位,布蘭特期油迫近每桶80美元。港股期指結算前夕缺乏催化劑,大市短期反覆橫行機會較多,內地推出限電令,令高盛將中國第三季GDP環比增速預測降至零,不過貝萊德認為中國股票市場基本因素處於具建設性水平,適宜考慮趁低吸納。
從技術走勢上,恆指上周高位已觸及黃金反碑比率0.382即24,828點水準,進一步反彈目標為25,160,不過14RSI亦長期處於50水準以下,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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