植耀輝: 高盛(GS.US)業績遜預期美股跌 恆指續看24,000點爭持
耀才證券研究部總監植耀輝稱,美股隔晚急挫,受債息上升,加上高盛(GS.US)季績盈利遜預期,三大指數均顯着下跌,當中道指大跌543點或1.51%,收報35,368點,標普500指數下跌85點或1.84%,收報4,577點,納指則顯着下跌386點或2.6%,收報14,506點。個股方面,高盛大跌近7%,股票交易收入及每股盈利均遜預期,導致股價大跌。微軟(MSFT.US)宣佈每股95美元收購動視暴雪(ATVI.US),後者急升25%,至於微軟則下跌2.4%。
港股方面,受科技股拖累,恆指一度跌至24,000點邊緣,其後出現反彈,最終收報24,112點,下跌105點,全日成交金額1,123億元。「ATM」繼續拖累大市表現,騰訊(00700.HK)、阿裏巴巴(09988.HK)及美團(03690.HK)分別下跌2.8%、1.6%及0.4%。至於前日急升之濠賭股亦顯着下跌,金沙中國(01928.HK)下跌2.9%,銀河娛樂(00027.HK)則下跌1.3%。不過早前急跌之內房股又見反彈,碧桂園(02007.HK)反彈近5%,中海外(00688.HK)及龍湖(00960.HK)分別上升1.8%及2%。
正如早前提到,大市表現依然受制於科技股去向,惟由於短期相關板塊缺乏上升催化劑,加上美國10年期債息抽升再次引發美國科技股波動,連帶港股科技股或亦會受到影響。預期港股今日或須考驗24,000點支持,下一個較大支持則爲23,800點附近水平。
(筆者爲證監會持牌人,並未持有相關股份)
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騰訊(00700.HK)明日除淨 ATMJ走勢成關鍵
耀才研究部稱,美股步入業績期,高盛(GS.US)上季少賺13%遜於預期,拖累其他金融股回軟,道指最多跌逾600點;美國10年期債息衝上1.87釐的兩年高位,令科技股全線受壓,蘋果及特斯拉股價收市都下滑2%,納指挫2.6%,創下3個月低位。有指拜登政府正在審查阿裏(09988.HK)的雲業務,以判定其是否對美國國家安全構成風險,中證監於2022年系統工作會議指堅持對特定敏感領域融資併購活動從嚴監管,將加快推進企業境外上市監管制度政策落地,阿裏ADR先跌5%後回穩,收市價摺合125.26港元;騰訊(00700.HK)明日除淨,將以實物分派京東集團(09618.HK)股份,留意市場持貨意欲。
技術走勢來看,恆指近日高見24,500點水準,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點水準作區間上落,等待成交配合的突破信號。
(筆者爲證監會持牌人)~
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