植耀輝: 美股有望試新高 港股再升上望26,500點
耀才證券研究部總監植耀輝稱,美股隔晚(20日)個別發展,道指及標普500指數續升,不過納指則微跌。道指收報35,609點,上升152點,標普500指數亦升16點,收報4,536點。值得一提的是,道指及標普500指數距離歷史高位相差不足1%。
港股方面,在ATM持續造好下恆指上升348點或1.35%,收報26,136點,連升第四個交易日之餘,累升達到1,174點或4.7%。當中單是阿裏巴巴(09988.HK)便爲恆指貢獻136點。值得一提的是,恆指10月表現相當不俗,累升1,560點或6.3%。至於本輪升市功臣必然是一衆科技股,ATM本月分別累升達到23.6%、10.4%及19%,表現之強令人嘖嘖稱奇。至於原因主要是與投資者憧憬相關監管已告一段落,亦有消息指是與阿裏巴巴創辦人馬雲一年來首次出國有關。不過筆者對相關看法仍較保守,尤其是監管陰霾是否已告消除仍有保留,純粹是板塊早前跌幅過大,故出現反彈亦合理。只是本輪反彈幅度已不少,故現水平亦不建議高追。至於恆指亦累積一定程度升幅,預期26,500點會有相當大阻力。
(筆者爲證監會持牌人,並未持有相關股份)
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恆大(03333.HK)復牌 並未能出售恆大物業股權予合生(00754.HK)
耀才研究部稱,隔晚(20日)美股三大指數收市個別發展,市場氣氛樂觀,加上藍籌業績利好,道指曾經高見35,669點,創下即市紀錄新高;標指連升第六天,離9月紀錄新高不足5點;美國10年期國庫孳息率一度升至5個月新高的1.673釐,拖累納指偏軟。聯儲局副主席指美國經濟現況已經符合聯儲局訂的減少買債門檻,支持11月議息時作出啓動收水,但現時談論加息是言之尚早。
港股方面,恆大今日(03333.HK)復牌,早前有關合生創展(00754.HK)收購恆大物業(03333.HK)的交易並未進行,合生創展稱,不接受協議他方於訂立該協議後提出修改其中包括代價的付款條款,恆大亦指無法保證能繼續履行融資和其他合同下的財務義務,投資者需小心進行投資選擇。
從技術走勢上,恆指成功突破50天線25,500點,14RSI亦持續創出近期新高,不過成交量方面未見配合,需觀望指數能否正式企穩,目前下一阻力目標將會爲100天線的26,693點水平。
(筆者爲證監會持牌人)~
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