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植耀輝: 美股急彈納指升2.4% 港股觀望氣氛仍持續
耀才證券研究部總監植耀輝稱,美股隔晚(21日)出現強勁反彈,三大指數均錄得可觀升幅,當中道指上升560點或1.6%,收報35,492點,標普500指數則升81點或1.8%,收報4,649點,納指升幅更達到360點或2.4%,收報15,341點。 港股方面,昨日終有所反彈,恆指最多曾升至23,100點水平,不過升幅其後有所收窄,23,000點水平亦得而復失,最終收報22,971點,上升226點,全日成交金額1,102億元。成份股中以發盈喜之信義玻璃(00868.HK)表現最佳,升幅達8.3%,至於科技股普遍反彈,騰訊(00700.HK)上升2.5%,美團(03690.HK)升幅更達到4.5%。不過阿里巴巴(09988.HK)走勢依然反覆,收市報113.9元,微跌0.5%。早前急跌之內房/內地物管股亦見反彈,融創中國(01918.HK)上升9.5%,碧桂園(02007.HK)及碧桂園服務(06098.HK)則分別反彈3.2%及2%。 港股昨日雖見反彈,惟某程度上是與早前累積跌幅較大所致,整體投資氣氛亦未見有太大改善,所以短期內預期大市仍相當反覆,另外即使港股或進一步出現反彈,但始終困擾大市之因素仍多,預期反彈至23,500點水平將出現明顯阻力,加上觀望氣仍濃厚,建議投資者還是採勢守勢策略較佳。 (筆者為證監會持牌人,並未持有相關股份) ********** 恆指黃金反彈比率0.382的首要目標將為23,300點 耀才研究部稱,隔晚(21日)美股終止三連跌,三大指數緊貼全日高位收市,升幅逾1%,納指表現最好升2.4%。拜登不會頒布在家避疫命,加上有傳美國食品藥物管理局(FDA)將批准輝瑞(PFE.US)和默沙東(MRK.US)的新冠口服藥授權申請令,兩款藥品分別能降低輕微症狀的新冠患者住院或死亡率90%與30%,航空股及消閒股領漲大市;NIKE(NKE.US)盈利好過預期,股價升6%為表現最好道指成份股。資金從債市重返股市,美國10年期債息尾段升5.6基點,至1.483厘,油價亦反彈逾3%。金龍中國指數升7%,有望帶動在港之科網股的走勢,「黑期」今早升逾兩百點,恆指首先上試10天線阻力。 至於技術走勢,以恆指月內高低升24,385至22,665點計算的話,以黃金反彈比率0.382的首要目標將為23,300點,而0.5將為貼近10天線的23,500點。 (筆者為證監會持牌人)~
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