植耀輝: 港股呈高開低收 短期支持看25,000點
耀才證券研究部總監植耀輝稱,美國聯儲局議息會議後一如市場預期維持息率不變,並正式啓動減少買債規模。至於加息問題則有所淡化。隔晚(3日)三大指數則未受相關情況影響,並連續第四個交易日再創新高。最終道指上升104點或0.29%,標普500指數及納指則分別上升0.65%及1.04%。值得一提的是,Tesla(TSLA.US)股價升破1,200美元,收報1,213.79美元,再創歷史新高。
港股昨日則未能中止近期頹氣,開市早段更一度跌穿25,000點關口,低見24,808點,尾市在科技股出現反彈下,恆指跌幅始逐步收窄,最終收報25,024點,下跌74點。在觀望議息結果下,大市交投亦不大,全日成交1,198.5億元。
騰訊(00700.HK)及美團(03690.HK)有份限制大市跌幅,前者上升1%,美團則升超過2%,兩者合計爲恆指貢獻71點,抵銷了友邦(01299.HK)下跌2.4%之影響。而升幅最大之成份股則爲李寧(02331.HK),升幅達6.7%。至於信義光能(00968.HK)則爲最大跌幅藍籌,跌幅達7.3%。
至於市場焦點亦將集中於未來業績股表現。當然大市走勢仍未許樂觀,畢竟大市在再度跌穿50天線(25,281點)後勢頭確有轉弱跡象,昨日雖穩守25,000點,但在缺乏利好支持下,後市走勢暫欠明朗,且看短期能否重上25,300點水平。
(筆者爲證監會持牌人,持有友邦股份)
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聯儲本月啓動縮減買債行動 但不代表加息時機合適
耀才研究部稱,隔晚(3日)美股三大指數盤中震盪,不過收市仍全線上揚。美國聯儲局議息後維持利率不變,亦指本月啓動「收水」減買債的行動,每個月將削減購買150億美元債券,當中包括100億美元國庫券,以及50億美元按揭抵押證券(MBS),符合市場預期。主席鮑威爾強調調整了資產購買政策並不意味發出利率政策訊號,現在並不是加息的適當時機,消息支持道指由跌轉升。外圍氣氛樂觀將對港股有所支持,不過本週並無太多企業公佈業績,大市仍然缺乏上升催化劑,恆指或於20及50天線前止步。
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信號,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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