植耀輝: 恆指下跌成交縮 後市續反覆拉鋸
耀才證券研究部總監植耀輝稱,美股隔晚(17日)因馬丁路德金假期休市。港股方面,恆指昨日表現續反覆,輕微高開後在科技股拖累下很快由升轉跌。雖然濠賭股升幅驚人,但亦無助扭轉市況之餘,跌幅更一度擴大至272點,其後科技股跌幅有所收窄,恆指亦總算收復部分失地,最終收報24,218點,下跌165點,全日成交金額有所萎縮,只得1,053.45億元。
成交股中ATM跌幅均錄得跌幅,當中以美團(03690.HK)跌幅較大,接近2%,騰訊(00700.HK)及阿里巴巴(09988.HK)則分別下跌1.7%及0.6%。內房相關股跌幅則相當顯著,碧桂園服務(06098.HK)大跌9%,碧桂園(02007.HK)則一度再創超過四年低位,大跌8%,收報5.87元。反觀濠賭股受澳門修訂《博彩法》草案出爐後,市場認為不利消息已逐步消除,股價大幅抽升,金沙中國(01928.HK)收市仍能抽升14.6%,銀娛(00027.HK)升幅有所收窄,但收市亦升超過7%。
港股短期表現仍未明朗,雖然預期24,000點支持力不少,但大市始終缺乏上升動力,尤其是科技股亦未見有太多利好消息支持,相信未來一段短時間,恆指或只會於24,000-24,600點附近上落,或須待下周聯儲局議息會議結束後始有較明確方向。
(筆者為證監會持牌人,並未持有相關股份)
**************
指數區間上落 等待成交配合的突破信號
耀才研究部稱,隔晚(17日)美股因假期休市,市場沒有太多參考指標,主要觀望達沃斯世界經濟論壇以及下周聯儲局議息,美匯輕微上揚,美國十年期債息突破1.8厘的水平,高見1.82厘,再創兩年高位。中國昨日公布的經濟數據較為參差,固投以及GDP增長均勝預期,但12月零售銷售卻只得1.7%增長,遠遜預期的3.8%水平。人行同時意外地下調被認為是政策利率的中期借貸便利(MLF)利率0.1%,提前反映官方對未來經濟增長的隱憂,天津出現疫情爆發,拖累消費及餐飲類普遍下跌。外圍債息上升,將帶動國際金融股於波動市中跑出,匯控(00005.HK)昨日抽升至52周新高收市。
技術走勢來看,恆指近日高見24,500點水平,不過未有足夠動力突破,成交亦有所回落,出現收窄整固的階段。指數將於100天線及50天線即24,000點至24,650點水平作區間上落,等待成交配合的突破信號。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.