植耀輝: 美股反覆上升 港股縱反彈幅度有限
耀才證券研究部總監植耀輝稱,美股隔晚(6日)走勢反覆,ADP私人就業新增職位優於預期,不過投資者繼續關注債務上限消息,美股早段呈跌勢,其後有消息指參議院小數黨領袖Mitch McConnell對債務上限立場軟化,美股由跌轉升,最終三大指數均錄得升幅,當中道指上升102點或0.3%,收報34,416點,納指及標普500指數均上升約0.4%至0.5%。
港股昨日走勢繼續反覆,高開155點至24,259點,但已是全日高位,其後升幅不斷收窄,開市後不久更倒跌,跌幅更一度接近300點。其後跌幅又再收窄並回升,但最後仍下跌137點收市,收報23,966點,全日成交金額1,039.7億元。港股跌幅收窄,石油股貢獻不少,三大石油股升幅介乎2.2%至4.3%。金融股亦有資金追捧,匯控(00005.HK)及平安(02318.HK)分別上升3.3%及3.1%。反觀內需股表現欠佳,李寧(02331.HK)及安踏(02020.HK)分別大跌7.1%及5.1%,海底撈(06862.HK)亦跌5.1%,並再創超過兩年新低。
恆指短期走勢仍不樂觀,畢竟大市整體氣氛仍差,何況衆多變數尚在,因此後市仍有機會下試更低水平;不過短期或憧憬北水重臨,令大市今日或出現反彈,暫看能否守穩24,000點水平。下方暫繼續以23,500至23,700點爲支持。
(筆者爲證監會持牌人,並未持有相關股份)
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美股先跌後升 低位反彈500點
耀才研究部稱,隔晚(6日)美股先跌後升,摩根士丹利(MS.US)警告美股短期市盈率可能進一步回落至18倍,加上市場憂慮美國通脹憂慮日漸增加,美國十年期債息一度衝上1.572釐,道指盤中曾急挫逾400點。不過9月份ADP就業人數增加了56.8萬人,優於預期的43萬,同時國會參議院共和黨領袖提議,支持容許暫時豁免國債上限至12月,美國政府債務危機可能得以化解,指數曾V形反彈至倒升逾百點。華人置業(00127.HK)行政總裁陳凱韻提出以每股4元私有化該公司,較前收市價溢價約83.5%。
從技術走勢上,恆指10天線水平阻力較爲關鍵,上週高位24,694點亦未能打破過往一浪低於一浪的格局,恆指假若跌穿24,000點將以9月21日低位23,771點作最後支持,最悲觀的情況下將會下跌至去年10月低位23,124點。
(筆者爲證監會持牌人)~
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