植耀輝: 美股創新高 港股續於50天線反覆
耀才證券研究部總監植耀輝稱,美股隔晚(1日)繼續造好,當中道指一度升破36,000點,雖然收市升幅收窄,但最終仍升近100點,收報35,913點,再創收市新高;標普500指數及納指亦分別上升0.18%及0.63%,同樣創收市新高。
至於港股表現。11月開局延續近期弱勢,恆指更連跌第五個交易日,累跌已近千點。當然本週關注點在於聯儲局議息會議結果,「收水」幾已成定局,但會否有更「鷹」言論則須密切關注。此外內地最新經濟表現以至企業季績將續左右投資氣氛。另外,恆指50天線(25,300點)又再失守,走勢又有轉弱跡象,短期且看能否重上此水平。預期大市或暫於此水平反覆爭持,惟走勢仍未明朗,後市仍須視乎上文提到之因素如何演化。
值得一提的是美股。聯儲局議息對美股短期難免帶來震盪,但若以季績表現而言,絕大部分已公佈業績之公司均相當對辦,故筆者亦會繼續部署美股,並相信三大指數應可繼續創新高。
(筆者爲證監會持牌人,並未持有相關股份)
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在港科網股有望跟隨外圍反彈
耀才研究部稱,隔晚(1日)美股全線向上,三大指數齊創紀錄新高兼收市新高,道指及標指連升三日,納指則連升6日。Tesla(TSLA.US)急升8.5%,一舉突破1,200美元關,連續第4個交易日創收市新高,市場氣氛樂觀。金龍中國指數上漲4.1%,在港科網股有望跟隨反彈,嗶哩嗶哩(09626.HK)(BILI.US)在美股價升一成左右。港股黑期彈近400點,收於25,500點水平。個股方面,贛鋒鋰業(01772.HK)向Tesla供應電池級氫氧化鋰產品,合約期自明年1月1日起至2024年12月31日,將帶動股價造好。
從技術走勢上,恆指於10月20日至26日形成了島形頂的利淡訊號,目前回試20天及50天線支持,向下突破風險較大。
(筆者爲證監會持牌人)~
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