植耀輝: 美股個別發展道指揚 港股觀望氣氛續濃
耀才證券研究部總監植耀輝稱,美股隔晚(28日)個別發展,道指連升第五個交易日,標普及納指則下跌,但跌幅輕微,標普微跌0.1%,納指則下跌89點或0.56%,收報15,781點。
港股方面,昨日走勢缺乏方向,恆指一度跌至23,100點附近,其後出現反彈,午後最高曾見23,319點,不過3點後又再呈拉鋸,最終恆指上升56點,收報23,280點,大市成交金額不足1,000億元。成份股中以恆隆地產(00101.HK)表現最佳,上升4%,其次爲信義玻璃(00868.HK),上升3.3%。至於吉利汽車(00175.HK)下跌3.9%,商務部發布《外商投資準入特別管理措施(負面清單)》,取消乘用車製造外股持股比例限制,消息影響汽車股投資氣氛。
值得一提的是,生物醫藥股股價大幅波動,當中開拓藥業-B(09939.HK)公佈治療新冠藥品中期表現不佳,股價急挫七成,亦拖累其他醫藥股,當中藥明巨諾-B(02126.HK)大跌16%,基石藥業-B(02616.HK)、微泰醫療-B(02235.HK)及科濟藥業-B(02171.HK)等跌幅亦超過一成。
由於港股觀望及節目氣氛依然濃厚,預期港股將維持窄幅上落不變,於23,000至23,500點水平上落;醫藥股短期沽壓料仍顯着,故暫不建議吸納;反觀新能源及電氣設備股未來發展仍具憧憬,昨日調整帶來短期吸納機會,不妨伺機買入作中線持有。
(筆者爲證監會持牌人,並未持有相關股份)
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科網股將繼續拖累恆指走勢
耀才研究部稱,隔晚(28日)美股三大指數收市個別發展,美國疾控中心(CDC)建議將無症狀新冠病毒感染者隔離時間由10日縮短至5日,帶動道指造好;標指創紀錄新高4,807點後輕微倒跌。比特幣波動,隔晚急跌逾6%,跌至47,600美元水平,較高位回落逾三成。金龍中國指數四連跌,昨日收跌逾1%,重磅科網股將繼續拖累恆指走勢,昨日恆指再度挑戰10天線亦即23300位置但未能成功,期指結算前夕交投將繼續淡靜。中國奧園(03883.HK)公佈,該公司接獲由花旗銀行及Nine Masts Investment Fund申索涉及一筆金額約1.31億美元的債務連同應計利息及費用,申索源自一份信貸協議項下聲稱的違約事件。
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的首要目標將爲23,300點,而0.5將爲貼近20天線的23,500點。
(筆者爲證監會持牌人)~
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