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植耀輝: 美股反彈企績續成焦點 恆指續考驗橫行區支持
阿思達克 04-20 10:03
耀才證券研究部總監植耀輝稱,雖然國際貨幣基金組織(IMF)將今年及明年全球經濟增長預測下跌美股隔晚有不俗表現,三大指數出現反彈,當中科技股表現出色,納指便上升287點或2.15%,收報13,619點,道指及標普500指數亦分別升1.45%及1.61%。不過,Netflix(NLFX.US)在收市後發佈之首季業績表現令人失望,雖然每股盈利勝預期,但收入差於預期之餘,最令人意外的是付費訂閱用戶人數流失20萬人,爲Netflix十多年來首次付費訂閱用戶人數出現下跌,並預期第二季將持續流失200萬人,消息導致股價於盤後重挫超過25%。恐怕短期又會拖累科技股特別是串流影視平臺股表現。 港股方面,在復活節假期首日表現未見起色,在新經濟股拖累,加上與內地相關之零售及金融股亦表現疲弱,恆指一度失守21,000點關口,最低更曾跌至20,896點。雖然其後收復21,000點關,但最終恆指仍大跌490點或2.28%,收報21,027點。科指表現更差,大跌3.8%,收報4,156點。事實上,正如筆者一直強調,在缺乏上升催化劑下,恆指表現暫難有憧憬;而內地近期公佈之一系列經濟數據,亦令投資者關注疫情持續對經濟之衝擊,一旦情況轉差,恆指或會再度失守20,800至21,000點支持區間之餘,或須回補早前遺留下之20,120點之上升裂口底部。 (筆者爲證監會持牌人,並未持有相關股份) ************* 人行1年期及5年期LPR無變動遜預期 耀才研究部稱,隔晚(19日)美股低開高走,三大指數連續兩天升逾1%,雖然美國10年期債息高見2.946釐水平,但納指仍然能夠升超過2%。Tesla(TSLA.US)上海廠房已正式復工復產支持股價向上,有望帶動在港車股。反映中概股表現的金龍中國指數升1%,不過較爲值得關注的爲人行公佈貸款市場報價利率(LPR),1年期及5年期分別報3.7%及4.6%,環比持平,市場早前預計兩者分別下調0.1及0.05百分點。繼上週末內地降準以及調整MLF力度遜預期後,中央放水政策仍較爲保守,令市場失去憧憬,大市氣氛利淡。恆指昨日收市已跌穿小雙頂頸線位置即21,200點,再創下4月低位,指數下試3月17日裂口頂部位置即20,786點機會較大。 技術走勢上,恆指跌穿小雙頂頸線位置即21,100點,目前需要先觀望指數能否短時間內收復該水平,以量度跌幅起計,指數或需下試19,800點亦即回補3月17號的全部裂口。 (筆者爲證監會持牌人)~
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