植耀輝: 美股續受俄烏局勢拖累 港股恐破底
耀才證券研究部總監植耀輝稱,美股隔晚(1日)再度急跌,俄烏局勢持續動盪不安,加深投資者對後市擔憂。另外市場亦關注聯儲局主席鮑威爾未來兩日聽證會講話以及周五非農就業數據表現。最終道指收報33,294點,下跌597點或1.76%,標普500指數下跌67點或1.55%,收報4,306點,納指亦跌218點或1.6%,收報13,532點。
股市方面,昨日大市走勢反覆,早段恆指於窄幅上落,上下波幅不足200點,不過午後在科技股騰訊(00700.HK)支持下,恆指亦受支持而抽升超過200點,不過尾市升幅又再度收窄,最終恆指上升48點收市,報22,761點,全日成交不足1,150億元。成份股中以信義玻璃(00868.HK)表現最佳,上升超過5%,其次為藥明生物(02269.HK)及瑞聲科技(02018.HK),分別上升4.2%及4.8%。至於上日表現理想之航運股則個別發展,東方海外(00316.HK)一度再創歷史新高後轉跌,收報218.8元,下跌0.5%,中遠海控(01919.HK)及太平洋航運(02343.HK)則分別上升1.7%及3.4%。
由於俄烏局勢持續不明朗,同時本地疫情持續惡化均影響投資氣氛,事實上昨日港股雖出現反彈,惟動力不足之餘投資者亦未敢輕言入市,預期港股短期仍只會於維持偏軟格局不變,下方暫仍以早前低位亦即22,400點為支持,反彈阻力則暫看23,000點水平。
(筆者為證監會持牌人,持有東方海外(00316.HK)股份)
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俄烏局勢反覆 關注個別業績股
耀才證券研究部團隊稱,隔晚(1日)歐美股指全線向下,俄烏首輪磋商後未有結果,局勢重返緊張狀態,國際油價暴漲超過8%,美股三大指數跌超1%。2月美國製造業ISM採購經理人指數環比增至58.6,高於預期的58,不過基於地緣政局影響,市率期貨顯示聯儲3月份加息0.25厘的機會率已從100%以上回落至95%,意味著大部份投資者均認為3月份議息時不可能一口氣加息0.5厘,10年期美債息下滑13.2基點,報1.696厘,金融股連日受壓。
市況仍然反覆偏淡,需留意指數能否守住前一個52周低位22,600點水平。百度(09888.HK)第四季盈利勝預期,創科實業(00669.HK)、嗶哩嗶哩(09626.HK)、再鼎醫藥(09688.HK)及華住集團(01179.HK)將於今日公布業績。
港股技術走勢方面,恆指上周跌穿1月及2月形成的小雙頂的頸線位置23469點,指數雖然偏離10天線達1,200點,不過卻未有出現底背馳之信號,以量度跌幅計,指數有可能下試22,000點心理關口之水平。
(筆者為證監會持牌人)~
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