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植耀輝: 就業數據遜預期美股反覆 港股目標暫看25,000點
耀才證券研究部總監植耀輝稱,美股上週反覆上升,投資者持續關注債務上限消息以及最新就業數據表現。前者參議院最終於週四(7日)達成短期提高債務上限協議,至於9月非農就業數據則遠遜預期;另外,10年期美債息一度觸及1.6釐,令美股特別是科技股更加波動。不過全周計,美股三大指數仍能錄得升幅,當中標普及道指分別累升0.8%和1.2%,納指則微升0.1%。 港股方面,上週恆指反覆上升262點至24,837點,週中一度突破25,000點水平。升幅主要來自阿裏(09988.HK)等新經濟股,另外油股亦有好表現,中石油(00857.HK)便成爲最大升幅成份股。體育用品股表現則較失色,李寧(02331.HK)及安踏(02020.HK)均下跌超過一成,但跌幅最大爲發盈警之瑞聲(02018.HK),跌幅達到14%,爲表現最差之成份股。 展望本週大市表現,預期市況仍會維持早前拉鋸格局不變,畢竟未來兩個星期內地將陸續公佈經濟數據表現,當中便包括CPI、PPI及第三季GDP表現;與此同時,投資者仍繼續關注內地限電所帶來之影響以及企業業績表現。在觀望氣氛持續下,預期恆指將繼續於23,700至25,000點上落。 (筆者爲證監會持牌人,並未持有相關股份) 恆指能否站穩9月23日高位24,827點較爲關鍵 耀才研究部稱,上週五(8日)美股三大指數變動不大,美國9月非農職位只增加19.4萬個,爲今年最少,並遠差預期的50萬個,連續兩個月大幅遜預期,不過亦減輕了聯儲局提前收水的機會,美國10年期債息曾回落至1.5541釐,其後再升穿1.6釐,高見1.6153釐。 展望本週,多間美國金融藍籌將會公佈業績,另一方面中國將公佈工業生產值,留意限電限產對製造業的影響。市監總局根據《反壟斷法》對美團(03690.HK)進行罰款,美團需全額退還獨家合作保證金12.89億元人民幣,並處以其去年中國境內銷售額即1,147.48億元人民幣3%的罰款,金額爲34.42億元人民幣,合共約46億元人民幣。總罰款較8月份傳出的65億元人民幣少。 從技術走勢上,恆指能否站穩9月23日高位24,827點較爲關鍵,意味指數是否成功打破了過往一浪低於一浪的格局,亦將有利大市上試50天線25,500點。 (筆者爲證監會持牌人)~
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