植耀輝: 美股回落電動車股波動 港股續25,500點上落
耀才證券研究部總監植耀輝稱,美股隔晚(17日)回落,三大指數均出現調整,雖然零售股Target(TGT.US)業績表現勝預期,惟毛利率卻受供應鏈問題拖累,股價大跌5%,另外VISA(V.US)股價亦跌5%,結果道指下跌211點或0.58%,收報35,931點,納指及標普500指數則分別下跌0.33%及0.26%。另外,值得留意的是,電動車股走勢亦波動,早前急升之Lucid(LCID.US)及Rivian(RIVN.US)分別下跌5%及15%,遭大股東Elon Musk持續減持之Tesla(TSLA.US)則續升超過3%。
至於港股,昨日六連升後「斷纜」,未能延續近期升勢,不過跌幅相對有限,僅下跌63點,收報25,650點,成交金額則依然偏弱,只得不足1,100億元。成份股中表現最佳為創科實業(00669.HK),受惠隔晚Home Depot(HD.US)業績表現理想,股價上升3.6%,其次為藥明生物(02269.HK)及信義光能(00968.HK),升幅約2%。至於ATM則個別發展,騰訊(00700.HK)上升1.3%,收報509元,繼續企穩500元之上,至於今日出業績之阿里巴巴(09988.HK)則微跌0.2%,收報164.8元,美團(03690.HK)則下跌1.6%,收報292.6元。
大市方面,恆指在升至25,500點後動力又再度轉弱,焦點依然在於新經濟股業績表現,不過初步所見未有太大驚喜,加上北水近期亦未見積極流入,預期大市亦將繼續於現水平上落。
(筆者為證監會持牌人,並未持有相關股份)
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恆指需第三天站穩20天線25440點水平
耀才研究部稱,隔晚(17日)美股三大指數回吐,道指收市跌約200點,亞馬遜(AMZN.US)計劃由明年起,停止接受英國發行的Visa(V.US)信用卡作為支付方式,原因是交易處理費過高;Visa股價最多曾挫7%,收市跌5%為跌幅最大道指成份股。市場對加息預期升溫,美匯指數一度突破96,高見96.24的逾一年新高,收市倒跌至96以下;比特幣曾進一步跌至5.84萬美元。前日美國要求中方釋放石油儲備以穩定油價,拜登亦促請政府調查能源價格有否被非法操控,油價跌逾2%。個股方面,恆大(03333.HK)全數出售手持的恆騰網絡(00136.HK)股份,每股作價1.28元,較恆騰昨日收市價折讓24.3%,套現近21.3億元。百度(09888.HK)經調整後每股美國存託股票(ADS)盈利14.66元人民幣,高於預期的12.2元人民幣。
從技術走勢上,恆指上周五(12日)突破20天線即保力加通道中軸即25440點,能否站穩將為市況提供能夠擺脫中期弱勢的啟示,預期恆指將繼續拉鋸格局,並於24,600至25,500點水準上落。
(筆者為證監會持牌人)~
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