植耀輝: 美股維持強勢 港股續留意季績表現
耀才證券研究部總監植耀輝稱,美股隔晚(16日)繼續有好表現,電動車及半導體股表現強勢,加上零售數據表現理想,以及Home Depot(HD.US)季績亦有好表現,最終三大指數均上升,升幅介乎0.15%至0.76%。值得一提的是,納指及標普500指數距離歷史高位相距僅0.5%及0.37%,預期在市場氣氛仍佳的情況下,短期內有望再創新高。
港股方面,昨日繼續有好表現,在新經濟股支持下,恆指進一步挑戰月內高位,最高見25,746點,最終則收報25,713點,上升322點,爲連續第六個交易日上升,成交金額1,310億元。「ATM」三者表現不俗,升幅介乎2%至3%,合共爲指貢獻146點;濠賭股亦有好表現,銀河娛樂(00027.HK)及金沙中國(01928.HK)便分別上升5.1%及6%。
隨着「習拜會」告一段落,市場焦點料會重新集中業績股身上,特別是近期股價走勢不俗之新經濟股。昨日公佈季績之網易(09999.HK)高於市場預期,收入221.9億元人民幣,優於市場預期,集團亦同時宣佈30億美元回購股份計劃;另外,網易雲音樂重啓香港上市計劃,相關消息對股價屬正面,只是過去數天股價已急升,加上190元以上阻力不少,或有機會出現高位獲利情況,宜審慎。至於大市表現,相信觀望氣氛持續,預期將繼續於25,500點上落。
(筆者爲證監會持牌人,並未持有相關股份)
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恆指能否站穩20天線成關鍵
耀才研究部稱,隔晚(16日)美股三大指數輕微向上,納指表現較強,美國10月零售銷售按月升1.7%,是連續第三個月上升,優於市埸預期。中美元首昨日進行逾三小時的視像會晤,有指美國要求中方釋放石油儲備,以協助穩定不斷飆升的國際油價,隔晚油價輕微回落。同時,有指美國打算在外交層面杯葛北京冬季奧運會,拜登以及華府官員將不會參加有關活動,留意後續發展。個股方面,網易(09999.HK)第三季歸屬股東淨利潤31.82億元人民幣,按年增長6.12%,勝過市場預期,網易音樂流媒體業務亦重啓其香港IPO計劃。
從技術走勢上,目前昨日突破20天線即保力加通道中軸即25,440點,能否站穩將爲市況提供能夠擺脫中期弱勢的啓示,預期恆指將繼續拉鋸格局,並於24,600至25,500點水準上落。
(筆者爲證監會持牌人)~
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