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植耀輝: 恆指走勢續淡 恐考驗24,500點
耀才證券研究部總監植耀輝稱,恆指昨日(22日)表現繼續未見起色,手機設備股表現強勁,但新經濟股則續見沽壓,另外藥明生物(02269.HK)沽壓再現,亦拖累大市表現。最終恆指下跌96點,收報24,951點,連跌第四個交易日,大市成交維持在約1,300億元水平。 在缺乏方向下,資金繼續熱炒個別板塊,當中元宇宙概念股急升,高偉電子(01415.HK)再升7%,月內累積升幅達67%,舜宇(02382.HK)、瑞聲(02018.HK)及丘鈦科技(01478.HK)亦分別上升7.7%、6%及3.9%。另外濠賭股亦延續上週強勢,金沙(01928.HK)及銀娛(00027.HK)分別上升4.5%及3.5%。而四隻藍籌新貴普遍錄得升幅,當中網易(09999.HK)上升3%,京東集團(09618.HK)上升1.9%,潤啤(00291.HK)則升1.2%。值得一提的是,半爆冷之新奧能源(02688.HK)股價昨日一度急升,最高見155.6元,惟收市前升幅大爲收窄,最終僅升2.6%,收報145.6元。 由於大市缺乏利好消息,因此短期去向仍會視乎新經濟股業績表現,特別是美團(03690.HK)及小米(01810.HK)。筆者對兩者業績看法不敢抱太大期望,故預期港股短期難有突破之餘,畢竟50天線約25,200點水平阻力甚大,因此一日未能重上該水平,後市仍有機會回試早前低位亦即24,500點水平。 (筆者爲證監會持牌人,並未持有相關股份) ********* 美匯急升拖累大市 恆指回試24,600點支持 耀才研究部稱,隔晚(22日)美股先升後回,道指最多升逾300點,收市只升17點;標指及納指盤中齊破頂,但收市均轉跌,納指尾段跌幅較明顯。美國總統拜登提名鮑威爾於明年2月任期屆滿後續任多4年,《彭博》利率期貨顯示,市場預期明年6月加息一次,並於同年11月再加息,較上月的預期提早了一個月。 市場預期聯儲局的貨幣政策言論將維持偏向「鷹派」,美國10年期債息尾段急升8.2基點,報1.631釐。美匯指數亦抽高0.49%至96.5,創去年7月以來最高位,拖累了股市的走勢。隔晚金龍中國指數收於逾兩週最低點,港股黑期今早最新跌兩百點,關注新經濟股的走勢,快手(01024.HK)及小米(01810.HK)今日公佈業績,大市將率先回試24600點橫行區間底部支持。 從技術走勢上,恆指未能成功站穩20天線即保力加通道中軸25,440點,意味大市未能擺脫中期的弱勢,預期恆指將繼續拉鋸格局,指數將回試24,600至25,500點的橫行區間底部。 (筆者爲證監會持牌人)~
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