植耀輝: 道指持平納指下跌 港股續呈區間上落
耀才證券研究部總監植耀輝稱,美股隔晚(7日)個別發展,投資者繼續關注烏俄局勢及消化上周就業數據表現。道指微升1點,至於納指則受Meta(FB.US)及Alphabet(GOOGL.US)下跌拖累,一度下跌超過124點,最終下跌82點或0.6%,收報14,015點;標普500指數亦下跌16點或0.4%,收報4,483點。
恆指方面,昨日呈好淡爭持,全日波幅只得251點,最終微升6點,收報24,579點,至於科指則下跌52點或0.9%,收報5,529點。成份股中以油股表現最佳,中海油(00883.HK)及中石油(00857.HK)分別上升4.2%及3.3%,另一石油股中石化(00386.HK)則升1.7%。至於科技股亦個別發展,京東集團(09618.HK)上升2.6%,不過阿里巴巴(09988.HK)則下跌4.5%,有指阿里巴巴擬額外註冊10億股ADS,或暗示軟銀有意減持有關,成為股價下跌原因;至於騰訊(00700.HK)及美團(03690.HK)則分別微跌0.2%及0.4%。
至於後市,預期港股仍會維持窄幅上落,始終大市未有明確方向,同時A股雖然昨日長假期後表現不俗,但上綜指又再逼近3,450點前阻力位,除非A股能有所突破,否則港股亦未必能再有好表現。預期將繼續於24,000至25,000點上落。
(筆者為證監會持牌人,持有Alphabet股份)
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恆指首要目標需站穩100天線
耀才證券研究部團隊稱,隔晚(7日)美股繼續反覆上落,道指曾升逾200點但收市將升幅蒸發,科網股跌幅居前,Meta(FB.US)業績及指引遜預期未能止跌,股價再跌5%,自上周起累跌三成,加上美國十年期國庫券孳息率高見1.94厘,將拖累本港科網股氣氛。另外中美關係未見改善,美國結束自2018年對日本進口鋼鐵徵關稅,商務部長提到此舉為針對中國的不公平貿易操作。與此同時,美國亦把33間中國企業納入實體名單,禁止美國企業向該等企業輸出受管制技術,或進行業務往來,其中消息指藥明生物(02269.HK)相關公司榜上有名,將壓制港股彈力,恆指未能擺脫上落市格局,關鍵阻力位為上月高位24,982點。
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高位24,982點。
(筆者為證監會持牌人)~
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