植耀輝: 美股高位回落 港股25,300點支持成關鍵
耀才證券研究部總監植耀輝稱,美股隔晚(27日)從高位回落,資源股表現欠佳,金融股則受VISA(V.US)股價大跌近7%所拖累。至於科技股則個別發展,微軟(MSFT.US)創歷史新高。最終道指及標普500指數下跌266點及23點,或0.74%及0.51%,納指則基本上持平。
港股方面,昨日大跌超過400點,盤中最低更跌至25,555點,最終收市報25,628點,下跌409點,成交金額1,207億元。ATM三者合共拖累大市下跌276點,不過跌幅最大成份股則爲海底撈(06862.HK),大跌超過7.5%,而早前發盈警之阿裏健康(00241.HK)股價仍未止瀉,再跌超過6%。
港股走勢有所轉弱,主要是中美關係再度出現變數,加上港股10月累升不少,因此不排除投資者趁高位先行獲利離場。由於短期尚有業績期因素,下週亦有聯儲局議息會議,相信港股觀望氣氛又會再度出現;不過值得留意的是,港股現時又再逼近50天線25,300點支持,此支持位亦具相當參考價值。
(筆者爲證監會持牌人,持有微軟股份)
*********
大市未能靠業績沖喜突破
耀才研究部稱,隔晚(27日)美股先升後回,三大指數收市個別發展。道指高開78點後倒跌,銀行及金融股走弱,拖累道指收跌逾200點,終止三連升勢頭。美國上週原油庫存大增426.8萬桶,多過預期的200萬桶,國際油價跌2%。港股繼續業績期,平安(02318.HK)第三季盈利236.3億元人民幣,按年下跌31%。新業績價值跌逾3成,季內無對華夏幸福相關投資作重大減值。李寧(02331.HK)以先舊後新方式配售1.2億股,佔擴大後股本4.59%;每股配售價87.5元,較昨日收市價95.2元折讓8.09%。
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,目前回試50天線支持,需等待突破以確認明確方向。
(筆者爲證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.