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植耀輝: 美股續關注業績表現 港股考驗20,000點關口
耀才證券研究部總監植耀輝稱,美股上周五(22日)大跌,投資者繼續關注美息去向,而個別企業季績遜預期,亦增添對經濟前景之擔憂。道指一度大跌超過1,000點,收市仍跌981點或2.82%,收報33,811點,表現為2020年10月28日以來最差;納指及標普500指數亦分別下跌2.55%及2.77%。全周計,道指下跌1.9%,為連續第四周下跌,年初至今累積跌幅約7%;至於標普500指數全周亦累跌2.8%,為連續第三個星期下跌。納指則累跌3.8%,表現相對失色。值得留意的是本周將進入科技股業績期,表現及前景展望將對科技股有重大啟示。 港股上周依然未見起色,全周計累跌879點或4.1%,為連續第三個星期下跌,累積跌幅達1,400點或6.4%。成份股中以阿里系表現最差,阿里巴巴(09988.HK)下跌近一成,阿里健康(00241.HK)則大跌超過15%。事實上,科技股表現繼續令投資者失望,美團(03690.HK)及騰訊(00700.HK)雖跌幅不及阿里,但兩者亦同樣跌近9%,從而拖累恆指上周表現。由於短期相關板塊亦難有利好催化劑,加上股價亦先後失守橫行區間支持,後市表現亦難有憧憬。另外,正如上文指出,本周美股將有多隻龍頭科技股公布季績,結果或多或少亦會影響「ATM」等科技股投資氣氛。預期港股將持續考驗20,000點支持,全周計則續於20,000至21,000點拉鋸。 (筆者為證監會持牌人,並未持有相關股份) ************ 恆指以量度跌幅起計需下試19,800點 耀才研究部稱,上周五(22日)美股急挫,道指收市跌近千點,三大指數收市均跌超近3%。利率期貨顯示,聯儲局未來三次會議各加息0.5厘的機會率均達100%,較上周有所提高,而第四次議息時加息0.5厘的機會亦超過一半,美國10年期債息再度重返2.96高位水平,拖累股市遭到拋售。展望本周,美國有約180標指成份股公布季績,當中包括科網巨頭Alphabet(GOOGL.US),Apple(AAPL.US),Amazon(AMZN.US)及Meta(FB.US);此外美國亦會公布首季GDP以及重要通脹指標個人消費開支(PCE)指數,若通脹壓力仍然強勁,債息上升將引發股市近一輪震盪。中港方面,黑期預示恆指跌超過400點,本周較多工業股包括資源股及電力股公布業績,而後期則有汽車股及港交所(00388.HK),基於內地PPI較強,市場對上游企業期望較大,重點關注財報表現才能確認大市止跌回升的信號。 技術走勢上,恆指跌穿小雙頂頸線位置即21,100點,以量度跌幅起計,指數仍需下試19,800點亦即回補3月17號的全部裂口。 (筆者為證監會持牌人)~
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