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植耀辉: 道指持平纳指下跌 港股续呈区间上落
耀才证券研究部总监植耀辉称,美股隔晚(7日)个别发展,投资者继续关注乌俄局势及消化上周就业数据表现。道指微升1点,至於纳指则受Meta(FB.US)及Alphabet(GOOGL.US)下跌拖累,一度下跌超过124点,最终下跌82点或0.6%,收报14,015点;标普500指数亦下跌16点或0.4%,收报4,483点。 恒指方面,昨日呈好淡争持,全日波幅只得251点,最终微升6点,收报24,579点,至於科指则下跌52点或0.9%,收报5,529点。成份股中以油股表现最佳,中海油(00883.HK)及中石油(00857.HK)分别上升4.2%及3.3%,另一石油股中石化(00386.HK)则升1.7%。至於科技股亦个别发展,京东集团(09618.HK)上升2.6%,不过阿里巴巴(09988.HK)则下跌4.5%,有指阿里巴巴拟额外注册10亿股ADS,或暗示软银有意减持有关,成为股价下跌原因;至於腾讯(00700.HK)及美团(03690.HK)则分别微跌0.2%及0.4%。 至於後市,预期港股仍会维持窄幅上落,始终大市未有明确方向,同时A股虽然昨日长假期後表现不俗,但上综指又再逼近3,450点前阻力位,除非A股能有所突破,否则港股亦未必能再有好表现。预期将继续於24,000至25,000点上落。 (笔者为证监会持牌人,持有Alphabet股份) ********** 恒指首要目标需站稳100天线 耀才证券研究部团队称,隔晚(7日)美股继续反覆上落,道指曾升逾200点但收市将升幅蒸发,科网股跌幅居前,Meta(FB.US)业绩及指引逊预期未能止跌,股价再跌5%,自上周起累跌三成,加上美国十年期国库券孳息率高见1.94厘,将拖累本港科网股气氛。另外中美关系未见改善,美国结束自2018年对日本进口钢铁徵关税,商务部长提到此举为针对中国的不公平贸易操作。与此同时,美国亦把33间中国企业纳入实体名单,禁止美国企业向该等企业输出受管制技术,或进行业务往来,其中消息指药明生物(02269.HK)相关公司榜上有名,将压制港股弹力,恒指未能摆脱上落市格局,关键阻力位为上月高位24,982点。 技术走势方面,恒指一口气重返24,000以上,并突破100天线关口,RSI亦未有出现背驰,不过大市成交明显缩减,需留意能否成功站稳100天线,下一个主要阻力为上月高位24,982点。 (笔者为证监会持牌人)~
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