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植耀輝: 美股急升 港股趁反彈宜減磅
耀才證券研究部總監植耀輝稱,美股隔晚(6日)出現強勁反彈,對變種病毒之憂慮減少,令投資氣氛改善,道指大幅反彈646點,為3月以來最大升幅;納指及標普500指數亦分別上升0.93%及1.17%。 港股方面,在新經濟股拖累下,恆指昨日再大跌417點,低見23,300點水平,成交金額則急增至1,700億元。多隻新經濟股急挫,阿里巴巴(09988.HK)便大跌5.6%,盤中一度低見109.5元,再創香港上市後新低,騰訊(00700.HK)及美團(03690.HK)亦分別下跌3.2%及3.7%。四隻藍籌新貴亦跌幅顯著,當中新奧能源(02688.HK)大跌6.5%,為表現第二差藍籌,京東(09618.HK)及網易(09999.HK)則分別下跌4.9%及4.7%,潤啤(00291.HK)亦跌2.2%。至於繼續受債務問題困擾之中國恆大(03333.HK),股價急挫近兩成,收報1.81元,以接近全日最低位收市。 至於後市展望,隨著隔晚美股出現強勁反彈,對今日(7日)市況亦會有正面幫助。另外,雖然在昨日收市後人行宣布降準0.5個百分點,但對市況似乎刺激作用不大,投資者後市將繼續關注中概股行情以及內房債務問題,預期大市短期仍有較大機會進一步考驗早前支持位,亦即23,000至23,100點水平。此外,科技股持續弱勢,以及尚有多項不明朗因素,故若出現反彈的話,亦宜先行減一減磅會較好。 (筆者為證監會持牌人,並未持有相關股份) ********** 恆指首個反彈阻力位將為10天線23,900點 耀才研究部稱,隔晚(6日)美股三大指數收市全線反彈,道指彈最多700點或2%,能源股、工業股和航空股升漲;有指美國SEC調查Tesla(TSLA.US)及其收購的太陽能電池企業SolarCity,公司可能未有恰當地告知股東和公眾其設備存在的火災風險,拖累Tesla股價曾急挫至950美元,不過收市靠穩重返1,000美元關口以上。代表中概股的金龍中國指數反彈3%。 國務院總理李克強上周五(3日)預告「適時降準」,昨日人民銀行宣布於15日起下調金融機構存款準備金率(RRR)0.5個百分點,合共釋放長期資金約1.2萬億元人民幣,消息將有利大市反彈,恆指ADR反彈近400點貼近23,700點水平,首個阻力位將為10天線23,900點。 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持續於30水平上落,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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