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植耀輝: 議息前美股續調整 港股勢弱暫難有憧憬
耀才證券研究部總監植耀輝稱,美股隔晚(14日)繼續調整,三大指數均錄得跌幅。當中美國11月PPI增速達9.6%,為2010年以來最大增速,亦令投資者更關注聯儲局議息會議消息以及鮑威爾之言論。最終道指下跌106點或0.3%,收報35,544點,標普500指數及納指則分別下跌0.75%及1.14%,收報4,634點及15,237點。 至於港股昨日走勢依然欠佳,受內房及物管急跌拖累,加上關注變種病毒疫情,大市整體氣氛仍淡,恆指最多便大跌近400點,其後雖然跌幅收窄,但最終仍下跌318點或1.33%,成交金額接近1,200億元。內房及物管股出現恐慌性拋售,當中世茂集團(00813.HK)及世茂服務(00873.HK)分別急跌20%及32%,本月計則世茂集團累跌37%,世茂服務累跌更達到50%。悲觀氣氛亦蔓延至與內房相關之板塊,中國聯塑(02128.HK)大跌近一成,敏華控股(01999.HK)亦跌超過7%。 由於內房前景依然嚴峻,恐怕相關股份股價短期仍會相當波動,而且投資者仍繼續觀望聯儲局議息會議,以及疫情最新之演化,相信短期走勢仍不樂觀,同時由於港股短期又已跌破23,800點水平,形勢上或會再考驗早前低位,亦即23,175點水平。建議投資者還是續抱觀望態度會較佳。 (筆者為證監會持牌人,並未持有相關股份) **************** 科網股拖累下大市繼續於10天線下爭持 耀才研究部稱,隔晚(14日)美股連跌第二天,美國11月最終需求生產物價指數(PPI)按月上升0.8%,預期為漲0.5%,按年勁升9.6%,創歷來最大升幅,科網股跌幅較大,納指跌逾1%。聯儲局將於今晚公布議息結果,市場預計局方把縮減買債規模倍增至每月300億美元,並在明年3月之前,結束整個資產購買計劃,同時未來兩年每年將加息約3次,首次加息將為明年6月。 港股方面,內房板塊繼續成市場焦點,恆大(03333.HK)位於海口市的8宗地塊被海口市人民政府無償收回,該8宗地塊均存在因公司原因超過約定的動工開發日期滿兩年未動工開發建設的情況。碧桂園服務(06098.HK)承諾,即日起六個月內,不會在公開市場進行配售新股,主席亦不售股,以增強投資者信心。個別股份將能有所反彈,不過市況氣氛偏弱,科網股拖累下大市繼續於10天線下爭持。 從技術走勢上,指數再度上試20天線亦即保力加通道中軸的水平,不過RSI未足50的向上動力,指數將於23,800至24,400點水平上落。 (筆者為證監會持牌人)~
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