植耀輝: 美股個別發展道指創新高 港股悶局暫難破
耀才證券研究部總監植耀輝稱,美股隔晚個別發展,科技股走勢轉差,不過金融及能源股造好,帶動道指上升214點或0.6%,收報36,799點,並再創收市新高。標普500指數微跌3點,納指則下跌210點或1.3%,收報15,622點。
港股方面,昨日走勢繼續反覆,早段高開後很快又再度回落,最低曾跌至23,146點,其後在匯控(00005.HK)及中移動(00941.HK)上升下最終令恆指由跌轉升,收報23,289點,微升15點,全日成交回升至1,183億元。成份股中蘋果概念股瑞聲(02018.HK)大升6.8%,內房股亦見回勇,中海外(00688.HK)及龍湖集團(00960.HK)分別上升5.7%及4.6%,潤地(01109.HK)亦回升3.2%。不過李寧(02331.HK)及藥明生物(02269.HK)則繼續見沽壓,前者大跌7.5%,藥明則一度失守80元關口,其後出現反彈,但全日計仍跌近5%。事實上,雖然昨日北水回歸,但對大市未見太大支持之餘,個別股份如思摩爾(06969.HK)及藥明等均見北水淨沽出,恐怕短期股價仍會受壓。
至於大市方面,在未有進一步利好消息之下,相信短期大市仍只會維持拉鋸情況,於23,000至23,500點上落。值得留意的是,雖然恆指上週五出現反彈,但恆指走勢持續未見改善,並出現「七連陰」(連續七個交易日高開低走),預期後市表現仍偏淡,故現水平亦只宜靜觀其變。
(筆者為證監會持牌人,並未持有相關股份)
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市場憂慮騰訊(00700.HK)會否繼續減持其他上市公司持股
耀才研究部稱,隔晚(4日)美股收市個別發展,道指與標指連續兩天再創新高,納指曾挫2%,收市跌1%。中概科網股同樣受壓,金龍中國指數急跌逾4%,中國網信辦推新措施要求擁有超過100萬使用者資料的網路平臺在海外上市前,必須接受安全審查,拼多多(PDD.US)急挫11.19%,嗶哩嗶哩(BILI.US)挫8.9%,京東(JD.US)跌6%;網易(NTES.US)跌3%;與此同時騰訊(00700.HK)減持新加坡遊戲及電子商務公司冬海集團Sea Ltd (SE.US)的股份,持股會從21.3%,減少至18.7%,Sea股價急跌11.4%,亦引起市場隱憂繼京東及Sea後,騰訊會否繼續減持其持股的其他上市公司的股份,科網股將拖累大市走勢,恆指較大機會再度下試23,000點支持。
技術走勢來看,恆指上周反彈黃金比率0.5的目標23,500點止步回落,反彈力度有限,成交量於反彈時亦未有配合,恆指需站穩20天線才能終止中期弱勢。
(筆者為證監會持牌人)~
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