植耀輝: 油價急升美股偏軟 恆指料續反覆
耀才證券研究部總監植耀輝稱,美股隔晚(23日)三大指數下跌,投資者繼續關注俄烏局勢以及未來息口去向。俄羅斯總統普京表示要求「不友好」國家改以盧布購買俄羅斯天然氣,油價受此刺激急升;另外聯儲局主席鮑威爾早前暗示5月議息可能加息0.5釐,消息對科技股不利。最終道指下跌448點或1.29%,收報34,358點,標普500指數下跌55點或1.23%,收報4,456點,納指下跌186點或1.32%,收報13,922點。
港股方面,昨日在新經濟股領軍下繼續有好表現,上升264點或1.21%,最多更曾升至22,400點水平。成份股中以藥明生物(02269.HK)升幅最大,達到12%,另一醫藥股石藥(01093.HK)亦有不俗表現,上升超過5%,不過論貢獻最大則依然是阿裏巴巴(09988.HK),繼週二(22日)急升11%後,昨日再升6.7%,爲恆指貢獻116點;另外美團(03690.HK)亦升2%。金融股方面,匯控(00005.HK)及友邦(01299.HK)亦分別上升1%。不過部分績差股捱沽,安踏體育(02020.HK)及瑞聲(02018.HK)均跌約7%,煤氣(00003.HK)亦跌4%,自績後已累跌17.4%。
後市方面,由於騰訊(00700.HK)業績表現強差人意,相信今日或會拖低港股表現,加上港股由低位計已累升近4,000點,同時美股隔晚表現亦偏弱,預期亦會影響今日港股表現。短期先看21,400點支持。
(筆者爲證監會持牌人,並未持有相關股份)
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俄烏談判和平結束 美股三大指數個別發展
耀才證券研究部團隊稱,俄羅斯和烏克蘭在白羅斯舉行的和平談判結束,雙方代表將返回各自首都進行磋商,同意數日內舉行第二輪磋商,隔晚(23日)美股三大指數收市個別發展。金融股拖累下,道指收市跌過百點。納指錄得升幅。新能源車板塊表現突出,特斯拉昇逾7%,理想(02015.HK)ADR漲超過9%。資金分別涌入債市及加密貨幣市場,美國10年期債息尾段跌13.2基點,至1.836釐;比特幣24小時內回升15%;港股方面,藍籌信義光能(00968.HK)去年純利49.24億元,按年增長7.97%,遜市場預期,不過毛利率勝預期,派末期息10仙;同系股份信義玻璃(00868.HK)全年盈利115.56億元,按年升79.94%,派末期息每股76仙;信義能源(03868.HK)全年盈利12.32億元,按年增長33.65%,派末期息每股10仙。中國製造業PMI達50.2,勝於預期的49.8。
港股技術走勢方面,恆指上週跌穿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訊號,以量度跌幅計,指數有可能下試22,000點心理關口之水平。
(筆者爲證監會持牌人)~
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