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植耀輝: 觀望議息結果納指續挫 港股續受中概股拖累
耀才證券研究部總監植耀輝稱,美股隔晚(14日)表現反覆,早段標普500及道指靠穩,並一度升近1%,納指亦由低位反彈,不過隨着俄烏第四輪談判技術性暫停,加上10年期債息突破2.1釐,投資者續觀望聯儲局議息結果,科技股又再度下挫。最終道指微升1點,標普500指數下跌31點或0.74%,收報4,173點,納指下跌262點或2%,收報12,581點。 至於港股,昨日再度迎來另一波跌勢,裂口低開350點後走勢持續轉差,跌幅亦不斷擴大,尾市更受騰訊(00700.HK)急跌拖累而大跌過千點,最多下跌1,136點,最終下跌1,022點,收報19,531點,以收市價計再創近六年低,成交量則達到2,230.53億元。年初至今,恆指已累跌16.5%,科指累跌更已達到33.4%,單計本月,恆指累跌14%,科指跌幅更達到26%。 成份股中多達21只股份創至少一年新低,當中更有13只藍籌跌幅多於一成,跌幅最大爲碧桂園服務(06098.HK),達到21.5%,碧桂園(02007.HK)跌幅亦達到18.9%。事實上,昨日大市50大跌幅榜中跌幅最少一隻海底撈(06862.HK)也跌近18%,反映市況有多不濟。 由於大市投資氣氛繼續欠佳,特別是中概股持續出現不利消息,均對港股走勢相當不利。就以「ATM」爲例,三隻股份年初至今跌幅便介乎25%至50%。由於隔晚中概股繼續急挫,恐會拖累今日(15日)恆指表現,預期將進一步考驗19,000點水平。 (筆者爲證監會持牌人,並未持有相關股份) ************ 新經濟股被降級勢將拖累恆指下試19,000點關口 耀才證券研究部團隊稱,美股週一(14日)先升後回,收市個別發展,市況主要仍受俄烏局勢主導。俄烏談判暫停,道指收市蒸發最多450點的升幅,中概股未止瀉,京東(09618.HK)ADR再挫10%,金龍中國指數收市跌11.7%。摩通把28只中國互聯網股份的評級降至中性或減持,主要因素爲地緣政治以及監管風險升溫,其中把巨企阿裏(09988.HK)、騰訊(00700.HK)、美團(03690.HK)、京東(09618.HK)、百度(09888.HK)及網易(09999.HK)等目標價腰斬,評級一口氣全部降至減持。新經濟股被降級勢將影響大市氣氛,恆指需下試19,000點關口。 港股技術走勢方面,恆指至今仍處於反覆向下尋底之格局,於日線圖上正呈現更多死亡交叉,指數先以整數關口作支持。另一方面指數14日RSI開始跌穿20的超賣階段,投資者可以等待見底信號例如早晨之星或破腳穿頭的出現。 (筆者爲證監會持牌人)~
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