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植耀輝: 美股續波動納指跌2.3% 港股留意23,800點支持
耀才證券研究部總監植耀輝稱,美股隔晚(25日)繼續大幅波動,投資者關注烏克蘭局勢最新發展以及聯儲局議息會議結果,另外企業季績亦是市場焦點。美股低開後跌幅持續擴大,道指最多便大跌逾800點,不過尾市又大幅反彈,最終道指僅下跌66點或0.19%,收報34,297點。反觀科技股沽壓仍大,納指又再度急挫2.28%,收報13,539點。標普500指數則跌1.22%,收報4,356點。 至於港股,雖然隔晚美股出現反彈,但港股似乎未見受惠,更因A股急跌拖累,恆指一度跌至24,000點邊緣,收市前見反彈,但全日計仍下跌412點,收報24,243點,總成交1,464.86億元。成份股中阿裏健康(00241.HK)大跌7%,瑞聲(02018.HK)亦跌6%,兼創接近八年新低。事實上,昨日恆指成份股僅得3只股份錄得升幅,分別是創科(00669.HK)、李寧(02331.HK)及恆生銀行(00011.HK),但升幅亦相當有限。經過去兩個交易日急跌,恆指及國指全年升幅亦分別收窄至3.6%及3.2%,至於科指則由升轉跌2.1%。 後市方面,關鍵在於聯儲局議息結果及俄羅斯及烏克蘭危機能否得到化解,不過100天線(約24,600點)現時又再度失守,意味後市除非能重上該水平,否則走勢或又再度轉弱。短期且看23,800至24,000點水平能否有支持。 (筆者爲證監會持牌人,並未持有相關股份) ************ 恆指料徘徊於100天線及50天線 耀才研究部稱,俄羅斯與烏克蘭緊張局勢繼續影響大市氣氛,加上國際貨幣基金組織削減全球2022年經濟增長預測0.5個百分點,主要由於分別調低了美國及中國的增長1.2及0.8個百分點。避險資金流入債市,美國10年期債息回落至1.733釐。隔晚(25日)美股繼續受壓,道指早段曾急跌超過800點後,再次奇?拗腰倒升,可惜三大指數收市仍然下跌。美股投資氣氛整體較差,後市重點仍是烏克蘭局勢發展及聯儲局會議結果。 本港股市方面,昨恆指雖失守100天線,但於50天線上得到支持反彈。金龍中國指數再跌1%報收於逾兩年最低水平,預計港股新能源車板塊短線走勢仍然不樂觀。部分個股業績表現不俗,例如歐舒丹(00973.HK)第三財季銷售額按固定匯率計增長9.5%;中國中鐵(00390.HK) 亦公佈成功承包約175.54億人民幣合同,相信能正面刺激股價。 至於恆指技術走勢,恆指昨失守100天線但50天線上出現支持反彈,相信短期繼續徘徊於100天線及50天線之間上落,需等待烏克蘭局勢發展及聯儲局會議結果纔有明顯方向。 (筆者爲證監會持牌人)~
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