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植耀輝: 議息符預期美股揚 港股投資氣氛有待改善
耀才證券研究部總監植耀輝稱,美股隔晚(15日)大幅波動,早段三大指數續見調整,當中尤以科技股跌勢較顯着;其後聯儲局宣佈議息結果,維持利率不變,但加快縮減買債規模的速度,預期提早至明年3月結束買債。另外政策官員又預計,明年可能加息3次。結果符合市場預期。美股出現強勢反彈,道指急升383點或1.08%,收報35,927點,標普500指數上升75 點或1.63%,收報4,709點,納指急升327點或2.15%,收報15,565點。 港股方面,午後在生物科技股急跌拖累下,恆指午後跌幅擴大,並一度低見23,325點,其後雖見反彈,但全日計仍跌215點,收報23,420點,全日成交微增至1,277億元。生物科技股成爲跌市重災區,多隻股份跌幅近兩成,主要受到有消息指,美國財政部擬擴大投資黑名單,當中包括生物技術公司,消息一出藥明生物(02269.HK)隨即大跌,收市報79.1元,急挫19.2%,拖累恆指大跌126點,另外同系藥明康德(02359.HK)亦跌19%,康龍化成(03759.HK)則跌15.6%。至於芯片股亦見受壓,有傳美國將考慮加大對中芯(00981.HK)之制裁,消息影響中芯股價大跌超過6%。 由於聯儲局議息結果符預期,預期對大市影響亦有限,不過大市氣氛短期內實難以有明顯改善,特別是市場似乎充斥不少負面消息,恐怕大市將進一步受壓。預期恆指或會考驗23,100點支持。 (筆者爲證監會持牌人,並未持有相關股份) ********** 指數下試52周新低即23,175點水平的機會較大 耀才研究部稱,隔晚(15日)美股三大指數全線向上,美國聯儲局議息後維持利率不變,並宣佈提早結束「收水」,把每個月的減買債規模由原本150億美元,增加1倍至300億美元,均符合市場預期。市場亦預計2022年將加息3次,2023年加息3次,最早一次的加息較大機會出現在明年4月。聯儲局最新議息聲明中放棄通脹只屬暫時性的措詞,市場認爲政策面明朗化,美股三大指數升約1至2%。昨日中港生物科技類股份因可能受到美國製裁而急瀉,市場仍在等待美國商務部公佈實體清單,藥明生物(02269.HK)曾重挫近三成創52周新低,最新指業務營運一切正常,並不知悉任何重大不利影響的監管制度的變動,將公開市場上以不超過5億美元總價格購回股份,留意行動能否爲股價帶來支持。 從技術走勢上,指數跌穿10天線後,MACD再度出現雙熊信號,令市況進一步利淡,目前仍未能擺脫一浪低於一浪的情況下,指數下試52周新低即23,175點水平的機會較大。 (筆者爲證監會持牌人)~
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