植耀輝: 不利消息充斥美股挫 港股短線還看A股
耀才證券研究部總監植耀輝稱,美股隔晚(5日)下跌,俄烏局勢緊張,以及有聯儲局官員暗示下月可能加快縮表步伐,而且力度將「相當猛烈」,影響投資氣氛之餘有投行亦預警美國明年或會陷入衰退,消息拖累美股表現。最終道指下跌280點或0.8%,收報34,641點,標普500指數亦跌57點或1.26%,收報4,525點,納指跌幅更達到328點或2.26%,收報14,204點。
至於港股在假期前表現不俗,在新經濟股支持下,恆指最多曾升至22,523點,雖然升幅其後有所收窄,但全日計恆指仍能企穩22,500點之上,收報22,502點,上升462點或2.1%,科指升幅更達到5.4%。雖然欠缺北水,但全日成交仍能超過1,000億元。
中概股為升市最大功臣,「ATMXJ」升幅介乎2%至8%,當中又以京東(09618.HK)表現最佳,升幅達到7.7%,美團(03690.HK)升幅亦升7.4%。至於內房股亦急彈,碧服(06098.HK)及碧桂園(02007.HK)分別上升16%及8.4%,就連中海外(00688.HK)亦急升7.6%。此外汽車股亦見追捧,造車新勢力「蔚小理」及比亞迪(01211.HK)3月出貨量理想,帶動股價上升7%至10%。
由於隔晚美股表現欠佳,中概股跌勢亦顯著,料會拖累今日港股今日表現,不過A股今日亦將復市,表現亦會對港股有較大啟示,惟基於外圍變數仍多,預期恆指短期將於22,000至22,800點水平拉鋸。
(筆者為證監會持牌人,並未持有相關股份)
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指數能否站穩22,423點之上成關鍵
耀才研究部稱,隔晚(5日)美股三大指數全線向下,納指跌幅更超過2%。俄國被指控在烏克蘭屠殺平民,歐盟隨即提出新一輪制裁行動,包括禁止進口俄羅斯煤炭、對俄封鎖港口及全面禁止俄國四間主要銀行與歐盟交易,全球政局繼續緊張,同時引發高通脹的憂慮。獲提名為聯儲局副主席的布雷納德提到,局方可能最快將在5月快速收縮資產負債表,而且單次加息0.5厘將是必須考慮的選項,美國10年期債息一度高見2.5599厘,消息拖累了科技股的走勢。恆指周一雖然突破上月高位22,423點,不過ATM股份的ADR表現均跌2%以上,恆指將再度回試22,200點水平。
技術走勢上,恆指周一高見22,523點,收市價亦突破22,400點亦即橫行區間頂部,需要留意是否正式站穩,否則大市只能維持於21,100點至22,400點間波動。
(筆者為證監會持牌人)~
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