植耀輝: 美股反彈科技股揚 港股勢弱恐續試底
耀才證券研究部總監植耀輝稱,美股隔晚(29日)反彈,對變種病毒之擔憂有所緩解,美國總統拜登指目前並未有封關之必要,投資氣氛亦有所改善,科技股表現相對較理想,Tesla(TSLA.US)反彈超過5%,Twitter(TWTR.US)則因高管辭職而令股價下跌近3%。最終道指上升236點或0.68%,收報35,135點,標普500指數則升60點或1.32%,收報4,655點,納指上升291點或1.88%,收報15,782點。
至於港股,受新變種病毒消息衝擊,加上美團(03690.HK)績差拖累,恆指最低曾跌至23,774點,雖然最終重上23,850點之上,但整體走勢仍未許樂觀,特別是困擾大市之因素不減反增,恆指要在12月收復失地恐怕有相當難度。今日(30日)內地將公佈PMI數據,如能有好表現短期或可借勢有所反彈,只是一旦疫情又再度轉差,恆指破底的機會仍相當高,收市宜小心爲上。
(筆者爲證監會持牌人,並未持有相關股份)
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中國官方製造業PMI升至50.1有利大市反彈
耀才研究部稱,隔晚(29日)美股全線反彈,道指反彈200點或0.6%,標指及納指則升1%以上。美國暫時認爲不需要對新變種病毒採取封城或停擺的額外措施,聯儲局主席鮑威爾認爲Omicron對央行達致雙重目標的努力構成威脅,不過暫未有提到會否影響到買債或加息等貨幣政策。中國官方製造業PMI升至50.1,憂於預期及前值,重回擴張水平,有利大市反彈。理想汽車-W(02015.HK)第三季淨虧損按年減少79.9%至2,150萬元人民幣,按季減少90.9%;經調整淨利潤按年上升近20倍至3.36億元人民幣,按季亦扭虧爲盈。
從技術走勢上,恆指跌穿了24,600至25,500點的上落格局,MACD於上週亦發出雙熊信號,指數將下試下一個區間的底部位於23,681點。
(筆者爲證監會持牌人)~
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