植耀輝: 美股續見反彈 港股拉鋸格局未變
耀才證券研究部總監植耀輝稱,港股方面,昨日在藥明生物(02269.HK)急挫,加上科技股又再顯着下跌的情況下恆指一度急挫至24,149點,不過在匯控(00005.HK)及中移動(00941.HK)等傳統價值股份造好支持下,加上上綜指亦見反彈,令港股跌幅收窄,最終恆指收報24,329點,下跌250點或1.02%,大市成交金額1,295億元。
成份股中藥明生物跌幅達到23%,最低見55元。該公司遭美國商務部納入「未經覈實」實體名單(UVL),結果遭投資者拋售。其後公司停牌,停牌前收報62.25元,下跌22.8%,單一隻藥明,便已拖累恆指下跌123點。阿裏系亦繼續捱沽,阿裏健康(00241.HK)下跌7.5%,阿裏(09988.HK)則跌3.3%;至於騰訊(00700.HK)及美團(03690.HK)亦下跌1.7%及2.1%。至於金融股則續有好表現,匯控上升1.6%,友邦(01299.HK)及恆生銀行(00011.HK)亦分別上升1.1%及1.4%。
由於隔晚美股反彈,加上科技股造好,中概股亦有不俗表現,相信港股今日亦有望回升。只是投資氣氛依然較審慎,亦須視乎今日A股表現。預期港股暫維持好淡爭持格局,並繼續於24,000至25,000點水平上落。
(筆者爲證監會持牌人,並未持有相關股份)
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科網股將帶動指數再試100天線水平
耀才證券研究部團隊稱,隔晚(8日)美股三大指數全線造好,市場觀望美國於週四(10日)公佈的CPI指數,雖然美國10年期債息升穿1.97釐,再創2020年1月以來新高,亦無阻道指及納指升逾1%。目前大行對後市看法分歧,美銀警告標指市盈率達22.8倍屬過高水平,摩根大通則認爲牛市仍未告一段落,市況未能擺脫上落市格局。
港股方面,隔晚金龍中國指數創下1月末以來最大漲幅,將有助科網股作出反彈。藥明生物(02269.HK)旗下公司被美國納入實體名單,拖累股價昨日急挫三成後停牌,公司表示監於上海及無錫相關設施建設完成後沒有進口相關儀器設備需求,對進口影響亦相對微小,將要求美國商務部從名單中移除,並申請今早復牌,同系股份藥明康德(02359.HK)昨日於低位反彈逾兩成。
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,下一個主要阻力爲上月高位24,982點。
(筆者爲證監會持牌人)~
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