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植耀輝: 美股戲劇性反彈 留意烏克蘭局勢變化
耀才證券研究部總監植耀輝稱,美股隔晚(24日)出現戲劇性發展。受烏克蘭局勢惡化拖累,美股三大指數甫開市已急挫,其後跌勢更越來越急,道指一度跌過千點,大型科技股普遍跌幅均超過5%,不過跌幅其後逐步收窄,到收市前更倒升,最終道指上升99點,收報34,364點,標普500指數及納指分別上升0.28%及0.63%,收報4,410點及13,855點。 至於港股,昨日在科技股拖累下下挫309點或1.24%,收報24,656點,成交量則稍爲減少至1,243億元。網易(09999.HK)、阿裏巴巴(09988.HK)及京東集團(09618.HK)跌幅介乎5%至7.5%,另外美團(03690.HK)亦跌2.2%,騰訊(00700.HK)跌幅則較輕微,僅1.1%。電訊股見支持,中移動(00941.HK)及中聯通(00762.HK)分別上升2.1%及1.5%。 由於隔晚美股大幅波動,加上中概股表現欠佳,預期將拖累港股今日(25日)表現。由於烏克蘭局勢難測,對金融市場特別是商品價格會有較大影響,故須加倍留意相關消息。另外聯儲局議息會議以及美企業績表現亦將左右美股去向。至於港股今日未難免顯着波動,下方暫看23,800至23,900點支持水平。 (筆者爲證監會持牌人,並未持有相關股份) *********** 恆指將失守100天線 等待外圍市場消息 耀才證券研究部團隊稱,北約盟國進入戰備狀態,令俄羅斯與烏克蘭緊張升溫,加上憂慮美國聯儲局加息,隔晚(24日)美股開盤後重挫。標普、納指盤中分別急跌約4%和5%,但盤中科技股出現大量買盤,三大指數最終集體收漲。美股接下來能否轉勢仍是未知之數,需密切注意俄羅斯相關動向及聯儲局議息會議結果是否合乎市場預期。 本港股市方面,料恆指失守100天線。金龍中國指數跌2.85%收報今年以來最低水平,中概股短線走勢仍然不樂觀。恆大(03333.HK)公開懇請境外債權人給予更多時間,反映不應過分輕視內房不明朗因素。贛鋒鋰業(01772.HK)發盈喜,預期去年純利增長3.68倍至4.37倍,可密切觀察會否突破50天線。 至於恆指技術走勢,恆指近日突破後收窄整固,但俄國使外圍風險暴增,預計恆指將失守100天線,及徘徊於100天線及50天線之間上落,等待外圍市場利好消息決定再走勢。 (筆者爲證監會持牌人)~
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