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植耀輝: 觀望習拜會 大市續區間上落
耀才證券研究部總監植耀輝稱,美股隔晚(15日)變化不大,三大指數幾乎無升跌,道指及納指微跌不足0.1%,標普500指數則平收,投資者關注今日中美元首視像會議情況。個別熱門股表現則反覆,Tesla(TSLA.US)一度跌至978.6美元,較高位回落超過20%;尾市則恢復失地,最終收報1,013.39美元,下跌1.94%。 港股方面,大市在未有太大波動下最終上升62點,連續第五個交易日錄得升幅,並繼續企穩於25,300點水平。恆指能錄得升幅,最大貢獻來自友邦(01299.HK)及騰訊(00700.HK),兩者分別為恆指貢獻41點及31點,而成份股中升幅最大為創科(00669.HK),升幅達3.2%。至於內房及物管股走勢又再度轉差,碧桂園服務(06098.HK)及碧桂園(02007.HK)為成份股中表現最差股份,分別下跌5.8%及4.8%。值得一提的是,融創中國(01918.HK)先舊後新配股及同時減持融創服務(01516.HK),兩者股份雙雙急跌,前者下跌11.5%,後者跌幅更達到17%。雖然跌幅不少,惟基於板塊前景仍相當不明朗,故亦只宜觀望。 至於港股短期焦點,則視乎中美元首視像會議情況。筆者相信相關會談難有驚喜,反而在會面後未來會否有更多相關互動更值得關注。另外本周當要繼續關注科技股業績表現以及內房最新消息。預期在此情況下,恆指將繼續拉鋸格局,並於24,600至25,500點水平上落。 (筆者為證監會持牌人,並未持有相關股份) ********** 聚焦中美會談 大市短線區間上落 耀才研究部稱,美股隔晚(15日)變化不大,三大指數幾乎無升跌,道指及納指微跌不足0.1%,標普500指數則平收,投資者關注今日中美元首視像會議情況。個別熱門股表現則反覆,Tesla(TSLA.US)一度跌至978.6美元,較高位回落超過20%;尾市則恢復失地,最終收報1,013.39美元,下跌1.94%。 內地股市方面,北京證券交易所昨日正式開市,首日有81家上市公司,14隻股份低開,而10隻新股高開,部分較定價大升4至5倍以上,並多次觸發臨時停牌。易會滿表示,北京證交所開市是資本市場改革發展又一標誌性事件,將堅持建制度、不干預、零容忍,持續深化新三板改革,努力辦好北京證交所。 至於港股方面,昨日受融創中國(01918.HK)先舊後新配股及減持融創服務(01516.HK)消息影響,內房板塊再度拖累大市表現。展望後市,短期市場聚焦習拜會,料將主導後市方向。從技術走勢上,目前大市正上試20天線即保力加通道中軸即25,440點,將為市況是否能夠擺脫中期弱勢帶來啟示,我們預期恆指將繼續拉鋸格局,並於24,600至25,500點水準上落。 (筆者為證監會持牌人)~
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