植耀輝: 美股續現調整壓力 港股續於24,000反覆
耀才證券研究部總監植耀輝稱,美股隔晚(19日)持續下跌,三大指數均錄得跌幅。10年期債息持續上揚並突破1.9釐,加上科技股跌勢未止,納指跌勢顯着。最終道指下跌339點或0.96%,收報35,028點,標普500指數下跌44點或0.97%,收報4,532點,納指則下跌166點或1.15%,收報14,340點。值得留意的是,納指自去年11月19日曆史高位計已回調超過一成。道指及標普500指數則從歷史高位回調超過5%。
港股方面,恆指昨日一度失守24,000點關口,其後在新經濟股回穩及金融股支持下,最終仍能由跌升,收報24,127點,上升15點,成交則約1,150億元。新經濟股表現平穩,當中京東(09618.HK)回升約1%,騰訊(00700.HK)亦升近1%,美團(03690.HK)則微跌0.6%,阿裏(09988.HK)跌幅較大,下跌不足2%。另外,內房股彈幅顯着,當中融創中國(01918.HK)上升7.6%,雅居樂(03383.HK)更反彈13%,至於中海外(00688.HK)及華潤置地(01109.HK)亦分別收報5%及3.8%。
雖然昨日大市回穩,不過整體表現仍相當反覆,特別是美股依然大幅波動,投資者關注未來息口去向,預期相關情況仍會困擾大市投資氣氛;此外,內地今日將公佈LPR(貸款市場報價利率),一年期LPR下調10點子至3.7%,五年期LPR下調5點子至4.6%。至於港股將繼續維持拉鋸格局不變,於23,800至24,500點水平徘徊。
(筆者爲證監會持牌人,並未持有相關股份)
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中國1年期及5年期LPR分別下調10及5基點
耀才研究部稱,隔晚(19日)美股先高後低,金融股業績造好帶動道指早段升過百點,雖然美國10年期債息升破1.9釐後從高位回順至1.83釐水平,不過銀行股及科技股走弱,拖累道指收市倒跌逾300點,納指跌逾1%,較近期高位低超過10%,技術上陷入調整區。
美國總統拜登表示希望中國可完成首階段貿易協定所作出的承諾,令美國可取消中國貨品關稅安排,但暫時而言未能取消關稅。
人民銀行今日將公佈貸款市場報價利率(LPR),一年期LPR下調10點子至3.7%,五年期LPR下調5點子至4.6%。
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。
(筆者爲證監會持牌人)~
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