植耀輝: 美股續創新高 港股暫26,000點整固
耀才證券研究部總監植耀輝稱,美股隔晚(25日)繼續有好表現,道指及標普500指數創新高,納指升幅亦接近1%。值得一提的是,多隻美股繼續創新高,當中Tesla(TSLA.US)大升12%,市值更突破1萬億美元,主要是受到有消息指美國租車公司Hertz(HTZZ.US)將向其購買10萬架Model3電動車所刺激。
港股方面,昨日走勢呈窄幅上落,並大致於26,100點附近上落,最終亦僅微升5點,收報26,132點,大市總成交1,112億元。成份股中以藥明生物(02269.HK)表現最佳,上升近4%,另外比亞迪(01211.HK)亦受惠Tesla股價創新高,股價升2.5%兼破頂。反觀餐飲股表現欠佳,海底撈(06862.HK)急挫9%,低見26.55元,距離上次低位26元相差不足一元。另外百威亞太(01876.HK)及安踏(02020.HK)亦跌超過3%。
港股昨日能維持升勢,某程度上是受友邦(01299.HK)上升1.7%支持,而短期去向將視乎藍籌業績表現。匯控(00005.HK)季績表現優於預期,惟未見太大驚喜;不過始終港股10月份已累積超過1,500點升幅,要有進一步利好始有機會再作突破,因此業績表現對後市仍有相當啓示。預期港股暫將繼續於26,000點水平上落。
(筆者爲證監會持牌人,並未持有相關股份)
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道指標指再破頂 繼續留意業績股
耀才研究部稱,美股指數三大指數全線向上,道指高見35787點創新高,標指亦高見4572點創新高,電動車概念爆發,Tesla(TSLA.US)高見1045.02美元,收市急升12.7%,市值突破1萬億美元,大摩上調其目標價至1,200美元;金龍中國指數創近一週最大漲幅,蔚來(NIO.US)等電動汽車股全線走高。市場繼續聚焦業績股,阿裏健康(00241.HK)預期,截至今年9月底止中期將錄得虧損淨額不多於3.2億元人民幣(下同),而去年同期利潤淨額則約2.79億元,主要原因爲增加資源配置以投入一系列創新業務。大唐新能源(01798.HK)首九個月收入84.5億人民幣,按年增加28.5%;錄得純利13.42億元,增長53.1%。另外藍籌股中萬洲(00288.HK)今日將公佈業績。
從技術走勢上,7月26日出現首個下跌裂口起計,把該日連同8月11日以及9月8日的高點連成一線的話,恆指仍然未能成功突破向下傾斜的阻力位26,220點,指數橫行加上成交有所縮減,需等待突破以確認明確方向。
(筆者爲證監會持牌人)~
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