植耀輝: 美股個別發展 港股觀望氣氛濃
耀才證券研究部總監植耀輝稱,美股隔晚(16日)個別發展,上月零售銷售按月升3.8%優於預期,另外聯儲局上月會議記錄顯示下月議息會議將很大機會加息。不過地緣政局又再度緊張,投資者依然繼續關注俄烏局勢變化,最終道指下跌54點或0.16%,收報34,934點,標普500指數微升3點,收報4,475點,納指則下跌15點,收報14,124點。
至於港股昨日亦跟隨美股有所反彈,尾市升幅有所擴大,最終更已接近全日高位收市,收報24,718點,上升363點,不過成交卻未見配合,全日計只得1,018億元。週二(15日)急跌之金融股再度出現反彈,中銀香港(02388.HK)便大升5.2%,另外濠賭股於午後亦出現強勁升幅,金沙(01928.HK)及永利(01128.HK)升幅超過6%,銀娛(00027.HK)亦上升超過5%。
雖然港股回升,但正如上文提到,成交量未見配合,同時投資市場仍存在相當多變數,故暫時亦未敢抱太大期望,預期港股短期內將繼續於24,000至25,000點上落。
(筆者爲證監會持牌人,並未持有相關股份)
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恆指維持於10天線及100天線中上落
耀才證券研究部團隊稱,隔晚(16日)美股先跌後回穩,三大指數收市小幅分化。烏克蘭局勢再趨緊張,道指早段跌逾300點,不過聯儲局上月議息會議紀錄顯示,委員認爲短期內適宜加息,但立場未有如想像中鷹派,大部份委員傾向維持原定步伐減少買債,支持大市反彈,標指更收復失地倒升。港股方面,恆指ADR變動不大,指數將繼續於10天線至100天線中爭持。渣打(02888.HK)今日(17日)公佈2021年全年業績,關注新興市場業務復甦步伐。中國平安(02318.HK)1月保費收入按年升1.2%,其中壽險業務跌0.6%。
技術走勢方面,恆指已回補2月9日裂口水平即24,548點,目前屬於三線匯聚的整固格局,14天RSI仍能守住50的中性水平,有條件維持自1月起的短期上升軌。不過需留意關鍵支持位爲24,000點,亦即小雙頂的頸線位置。
(筆者爲證監會持牌人)~
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