植耀輝: 就業數據超預期 美股反覆回升
耀才證券研究部總監植耀輝稱,美股上周五(4日)繼續受經濟數據及個別公司業績左右,Amazon(AMZN.US)業績理想帶動股價急升16%,市值單日急增1,900億美元,帶動納指亦升219點或1.58%,收報14,098點。但另一方面,1月非農就業新增職位遠超市場預期,加深市場對聯儲局加息預期,美元急升以及金價下挫,道指最終亦微跌。全周計,道指上升1.1%,標普亦升1.5%,納指則升2.4,為連續兩星期上升。
港股方面,農曆年後首個交易日有理想表現,在匯控(00005.HK)及友邦(01299.HK)領軍,加上阿里巴巴(09988.HK)亦有好表現,刺激港股進一步造好,成份股中亦僅得新奧能源(02688.HK)及萬洲國際(00288.HK)微跌(跌幅不足1%)。最終恆指上升771點或3.24%,收報24,573點,國指及科技則分別上升2.8%及3.05%。全周計,恆指累升1,023點或4.4%,國指及科技則累升4.6%及5.5%。
成份股中以李寧(02331.HK)表現最佳,累升11.1%,其次為累升近11%之海底撈(06862.HK)。至於科技股亦有不俗表現,京東集團(09618.HK)累升7.07%,美團(03690.HK)及阿里(09988.HK)亦累升近一成。至於表現較差之成份股則有中電(00002.HK),但亦僅累跌0.25%,亦是上周藍籌股中唯一下跌股份。
後市方面,由於美股上周五依然反覆,債息亦抽升至1.9厘以上,預期市況仍十分波動。另外今日A股復市及北水回歸,表現亦會對港股有較大啟示。預期恆指將暫於24,000至25,000點水平上落。
(筆者為證監會持牌人,並未持有相關股份)
*************
恆指突破100天線 關注A股復市有否成交配合
耀才研究部稱,上周美股反覆向上,市場關注的重磅非農數據遠超預期,新增46.7萬人,勝預期的12.5萬人,另外平均時薪按年升幅達5.7%,同樣較預期強,強勁的經濟數據令市場擔憂年內出現多次加息的可能性,市場利率期貨顯示加息次數有機會超過5次。本周公布的CPI數字將有指標性作用,上周美國10年期國庫券孳息率高見1.93厘,如債息繼續波動將拖累科網股走弱。
港股方面,指數上周只得1.5個交易日,雖然成功重返100天線不過成交量並未配合,需留意A股復市表現後再跟進。個股方面,藥明生物(02269.HK)盈喜,預計2021財年淨利潤按年增長98%以上;香港科技探索(01137.HK)指HKTVmall上月業務表現創新高,疫情概念帶動下將有利股價從低位反彈。
技術走勢方面,恆指一口氣重返24,000以上,並突破100天線關口,RSI亦未有出現背馳,不過大市成交明顯縮減,需留意能否成功站穩100天線,下一個主要阻力為上月周位24,982點。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.