植耀輝: 美股跌勢未止 本周焦點聯儲局議息
耀才證券研究部總監植耀輝稱,美股上周顯著波動,投資者繼續關注債息抽升之影響,同時個別公司如Netflix(NFLX.US)業績展望令人失望,加深投資者對高估值科技股之擔憂。加上加密貨幣大跌,市場避險意識進一步升溫。上周五(21日)道指下跌450點或1.3%,收報34,265點,標普下跌84點或1.9%,收報4,397點。納指表現仍差,下跌385點或2.72%。全周計,道指累跌4.6%,標普500指數則累跌5.7%,為2020年10月以來最差表現。納指表現更差,累跌7.55%,為2020年3月來最差單周表現。本周聯儲局議息會議將是市場焦點,另外微軟(MSFT.US)業績表現及展望將成為科技股能否出現反彈的一個關鍵
至於港股上周表現則相當理想,累升582點或2.4%,連升第五個星期,累積升幅則達到1,773點或7.7%,年初計亦累升6.7%。恆指周初一度連跌三個交易日,但上周四(20日)在科技股及友邦(01299.HK)急升帶動下,恆指單日急升824點,至周五(21日)仍能維持微升。所以後市要進一步破關,關鍵之一在於新經濟股是否能維持理想表現。此外本周聯儲局議息,預期投資者會繼續留意主席鮑威爾之言論。相信恆指經上周急升後會暫維持窄幅上落,下方100天線(24,600點)附近料有一定支持,短期且看能否突破25,000點關口。
(筆者為證監會持牌人,持有微軟股份)
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恆指大成交突破 有望形成上升軌
耀才證券研究部團隊稱,美股上周偏軟,納指失守200天線並繼續下挫,連跌多日至13,768點,表現創2020年3月以來最差。展望本周,多間大型科技股將陸續公布季績,需密切注意增長會否出現放緩跡象。另外聯儲局議息會議亦會是投資市場一大重點,須留意其有關貨幣政策之言論。至於另一邊廂,內地疫情大致受控,當中西安市恢復正常出行及復工復產,上海定調今年GDP增長目標為5.5%,並加大力度佈局車規級晶片生產。至於本地消息方面,國泰航空(00293.HK)預期去年錄得綜合股東應佔虧損約56億至61億元,相比2020年同期虧損216億元為佳。另外外圍科技股上周五急跌,須留意今日(24日)相關板塊表現。
至於恆指技術走勢,上周在成交配合下突破100天線,留意接下來數天能否企穩100天線,若成功則有望形成上升軌,並伺機上試25,000點水平。
(筆者為證監會持牌人)~
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