植耀輝: 美股再度大幅波動 恆指反彈空間有限
耀才證券研究部總監植耀輝稱,美股隔晚(1日)再度大幅波動,早段受ADP數據優於預期刺激而造好,道指最高便曾升超過522點,重上35,000點水平。不過未能企穩之餘,美國出現首宗變種病毒個案,投資氣氛又再度轉差,當中科技股被大幅拋售,美股轉跌之餘更以接近全日低位收市,最終收報34,022點,下跌461點或1.34%,標普500指數下跌53點或1.18%,收報4,513點,納指跌幅則達到283點或1.83%,收報15,254點。
港股方面,在踏入12月首個交易日表現尚可,在新經濟股及金融股支持下,恆指最高曾升至23,864點,不過午後升陸續收窄,最終收報23,658點,上升183點,成交1,394億元。新經濟股份支持大市表現,美團(03690.HK)及騰訊(00700.HK)升幅介乎2%至3%,兩者已合共為恆指貢獻近100點;另外金融股亦有份支撐大市,匯控(00005.HK)及港交所(00388.HK)均上升超過1%。不過賭股則續受壓,銀娛(00027.HK)及金沙(01928.HK)下跌2.9%及4.2%,為跌幅最大成份股。
恆指昨日雖見反彈,但氣氛未見太大改善之餘,反彈亦告乏力,反映投資者現階段仍抱觀望態度,此亦不難理解,畢竟港股暫仍缺乏利好消息,新變種病毒亦對後市帶來極大變數,相信港股短期暫仍於23,700點附近上落。股份方面,氫能相關股如中集安瑞科(03899.HK)及濰柴動力(02338.HK)等昨日有不俗表現,主要是有內地媒體稱氫能產業發展規劃有望於近期公布,並將涉及科技創新、基礎設施建設、試點示範、政策保障等多方面。氫能概念早前曾有一番炒作,不過由於暫仍未見有具體方案,故現階段不建議高追,可待有進一步消息後再作部署也未遲。
(筆者為證監會持牌人,並未持有相關股份)
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美股先升後跌 道指全日高低波幅達997點
耀才研究部稱,隔晚(1日)美股先升後跌,道指早段曾彈逾500點,不過經濟數據參差以及疫情憂慮升溫,指數收市倒跌近500點,全日高位和低位點數波幅達到997點,藥業股逆市造好。標指11個板塊之中,只有公用股漲0.1%,其餘全部下滑。加上加州發現美國首宗新變種病毒Omicron感染病例,拖累大市持續下挫。資金快速流動,美國10年期債息曾升5.5個基點至1.505厘,但尾段倒跌2.5個基點報1.426厘,股債波動性均有所加大。
港股方面,雷蛇(01337.HK)公布將公司私有化,註銷價為每股2.82元,較前收市價溢價約5.6%,早前曾有消息稱私有化價為4元。中國電力(02380.HK)以先舊後新的方式配股,配售價為每股3.8元,較中國電力上日收市價折讓12.4%。
從技術走勢上,恆指接連跌穿了24,600點及23,681點等多個支持位,於11月30日創新52周新低23,175點,14 RSI只有29的水平,表示弱勢亦持續,指數首要目標需守住23,500點。
(筆者為證監會持牌人)~
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