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植耀輝: 俄烏局勢拖累美股急跌 港股業績期續觀望
耀才證券研究部總監植耀輝稱,美股隔晚(17日)再度大幅波動,俄烏局勢繼續成爲市場焦點,由於地緣政局依然明當不明朗,避險情緒升溫,金價抽升之餘美國10年期債息亦突破2釐,科技股跌勢顯着。美股三大指數急跌,當中道指大跌622點或1.78%,收報34,312點,標普500指數下跌94點或2.12%,收報4,380點,納指跌幅更達到407點或2.88%,收報13,716點。 至於港股,繼續於24,000至25,000點上落,基於短期投資市場仍存在相當變數,同時A股勢頭亦未見明顯改善下,預期拉鋸格局將持續。焦點亦會轉移至公司業績身上。而率先打頭陣之銀行股則會成爲焦點,皆因相關股份近期表現出色,成份股匯控(00005.HK)及中銀香港(02388.HK)年初至今累升23.7%及23.5%,爲表現最佳藍籌之一。息口趨升對金融股有利,只是亦需關注疫情對本地經濟狀況之影響;但有一個現象亦值與大家分享,就是成份股年初至今表現。令人意外的是,年初至今最佳表現藍籌竟是中海外(00688.HK),累升達到31.4%!上文提到之油股表現亦強勁,但想不到連中移動(00941.HK)也有上佳表現,累升達16.5%,看來傳統舊經濟股在市況不明中依然有吸引力,畢竟業務發展穩定加上息率吸引永遠也有捧場客。 (筆者爲證監會持牌人,並未持有相關股份) ********* 恆指維持100天線上落 留意季檢結果 耀才證券研究部團隊稱,俄烏局勢再度緊張,隔晚(17日)美股三大指數全線下跌,跌幅達2%至3%。避險情緒升溫,金價自6月以來首次突破每安士1,900美元。加上美聯儲鷹派官員、聖路易斯聯儲主席布拉德建議局方或需將基準利率提升至2%以上才能打壓通脹,重申應未來三次議息會議合共加息一釐,暗示3月份可能要加息50點子,道指最多跌近700點,科技股跌幅最多。港股方面,相信科網股走勢偏弱的情況下,恆指將繼續於10天線至100天線中間爭持。恆指公司今日收市後公佈季檢結果,市場認爲染藍機會較大的包括農夫山泉(09633.HK)、思摩爾國際(06969.HK)、中芯國際(00981.HK)及京東健康(06618.HK)。 技術走勢方面,恆指已回補2月9日裂口水平即24548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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