植耀輝: 美股下跌納指再急挫 港股續見調整壓力
耀才證券研究部總監植耀輝稱,美股隔晚(6日)持續下跌,當中納指更是連續第二個交易日急挫。聯儲局會議紀要提出聯儲局擬5月起啟動縮表,每月最多縮減資產負債表上限增至950億美元,力度之猛遠超市場預期,消息亦令美股急挫。當中道指下跌144點或0.42%,收報34,496點,標普500指數及納指分別下跌0.97%及2.22%,收報4,481點及13,888點。
至於恆指方面,在假期復市後未能延續升勢,雖然午後跌幅一度收窄至約250點,但收市前再度顯著下跌,最終恆指收報22,080點,下跌421點或1.87%。在北水重啟下,大市成交亦顯著增加至1,342億元。
成份股中以內房及石油股表現較佳,中海外(00688.HK)抽升近6%兼破頂,收報26.35元,中海油(00883.HK)亦上升超過5%,收報11.7元。至於製造相關股則捱沽,創科(00669.HK)下跌7.4%,聯想(00992.HK)及舜宇(02382.HK)亦分別跌6.9%及6.3%。
港股現時仍面對眾多不明朗因素,除了外圍消息外,內地經濟前景亦為投資者關注。由於隔晚美股再度急挫,預期今日港股亦難免跟隨;惟一旦失守22,000點,走勢或會有所轉弱,支持位亦會回落至21,300點水平。
(筆者為證監會持牌人,持有中海油股份)
***********
指數未能站穩22,423點之上 需回試10天線支持
耀才研究部稱,隔晚(6日)美股三大指數繼續下跌,納指連續兩日跌超過2%。聯儲局議息紀錄指出,普遍委員支持最早將從5月開始每月縮表上限為950億美元,消息刺激美國10年期債息抽升至2.666厘的三年高位,拖累科技股的表現。最新國際能源署(IEA)成員國將於未來六個月從戰略儲備中釋放1.2億桶石油,油價急挫5%,不過距離俄羅斯平均每天500萬桶的出口量,原油供需還有很大的缺口。另外美國加大對俄制裁,包括對兩銀行實施全面封鎖措施以及禁止美資投資俄羅斯,美國財政部亦停止俄國通過在美國銀行開設的賬戶支付美元債務,俄國一年內違約的機率已達99%,金融股同樣見跌幅。受外圍局勢影響,恆指ADR再度跌穿22,000點水平,意味指數未能擺脫橫行格局,繼續考驗10天線支持。
技術走勢上,恆指本周只有一天突破22,400點之上,未能正式站穩,不過從3月17日低位20,786點起計,恆指仍然處於短期上升軌之中,支持位於接近20天線亦即21,500點水平。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.