植耀輝: 美股續見波動 本周焦點內地經濟數據
耀才證券研究部總監植耀輝稱,雖然上月非農就業新增職位遠遜預期,但平均時薪增幅高於預期之餘,失業率亦降至3.9%,為疫情爆發以來最低,十年期債息進一步突破1.76厘水平。美股走勢則繼續波動,最終三大指數均錄得下跌,當中道指微跌4點,收報36,231點,標普500指數則跌19點或0.41%,收報4,677點,納指跌幅則達到144點或0.96%,收報14,935點。以表現計為2016年以來最差開局。
港股方面,今年首周走勢相當戲劇性,長假期復市後表現欠佳,多隻新經濟股創新低或上市後新低,恆指亦一度跌至22,709點;不過隨著新經濟股出現反彈,恆指亦止跌回穩,到周五在ATM等新經濟股有理想表現下,最終恆指收復周初下跌失地,全周計累升95點,收報23,493點。
後市方面,雖然上周五港股出現反彈,但整體氣氛未見有明顯改善,而且升勢亦只集中於部分早前跌勢顯著之科技身上,不少板塊跌幅其實相當顯著,當中便包括生物醫藥、新能源及汽車股等。此外,本周內地亦會陸續公布經濟數據,所以暫維持審慎看法不變,預期恆指將於23,000至24,000點水平上落。
(筆者為證監會持牌人,並未持有相關股份)
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觀望內地數據 恆指續區間上落
耀才研究部稱,美國最新公布之就業數據反映當地勞工需求依然殷切,在債息進一步上升之下,美股再度下跌,三大指數特別是納指繼續受壓,上周便累跌4.5%;不過金融股則造好,高盛及摩根大通均錄得升幅。在加息預期進一步升溫下,金融股短期仍可看高一線。至於科技股調整幅度不少,短期或會有所反彈,亦可留意個別大型及具基本面支持股份。至於港股上周亦見反彈,惟要進一步造,則要視乎ATM能否持續有好表現,加上本周內地亦會公布一系統經濟數據,預期港股將繼續維持拉鋸局面,於23,200至24,000點水平上落。
技術走勢來看,恆指上周五連續第二個交易日造好,並升穿10天及20天線阻力,走勢似有所改善。不過23,500點之上阻力亦相當明顯,而且港股早前累跌不少,不排除屬超跌後之技術反彈,預期恆指須企穩23,600點之上,走勢始有望轉好。
(筆者為證監會持牌人)~
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