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植耀輝: 美股急挫納指跌近4% 港股恐續試底
耀才證券研究部總監植耀輝稱,美股隔晚(26日)又再度大跌,投資者繼續關注企業業績及未來息口去向;另外疫情消息及對全球經濟之擔憂亦利淡投資市場氣氛。最終道指大跌809點或2.38%,收報33,240點,標普500指數亦跌120點或2.81%,收報4,175點,納指更大跌3.95%,收報12,490點。 港股方面,恆指昨日雖然有所反彈並總算中止「五連跌」,不過升幅亦僅得65點,盤中更一度倒跌,表現令人失望,主要原因在於A股表現依然未見起色。人行前晚下調外匯存款準備金率一個百分點,美股前晚亦能有所反彈,港股亦順利高開120點,其後在A股抽升下,港股亦一度突破20,200點,最高見20,258點水平。不過A股其後走勢亦再度轉差,恆指升幅又再度收窄,最終亦只能微升。當然,恆指昨日未能顯著反彈之其中一個原因,在於匯控(00005.HK)及恆生(00011.HK)季績及派息表現令人失望,兩者下跌已拖累恆指下跌83點。值得留意的是,恆生金融分類指數昨日全數股份錄得跌幅,拖累恆指下跌145點,變相限制昨日恆指表現。 由於困擾港股之因素未變,加上隔晚美股又再度急挫,預期對港股會繼續帶來壓力,恐怕恆指將續試底,並進一步考驗19,500點水平。當然,若A股能有所反彈,對港股亦有望帶來支持,只是整體市場氣氛仍差,故投資者亦不宜現水平搏反彈。 (筆者為證監會持牌人,並未持有相關股份) ************** 恆指仍處於反覆向下的階段 耀才研究部稱,隔晚(26日)美股再度下挫,道指收市跌逾800點,納指跌近4%。俄烏局勢緊張,俄國暫停向波蘭供應天然氣,推動歐洲天然氣期貨價格飆升17%,除了令投資者擔心能源危機外,還憂慮經濟增長前景,美國國債息率回落,反映恐慌指數的VIX波動指數升逾兩成,均不利股市的走勢。港股方面,金龍中國指數跌3%,科網股較大機會拖低大市,黑期預示恆指跌逾300點,於19,500點水平爭持。中國今日(27日)將公布3月規模以上工業企業利潤,藍籌股港交所(00388.HK)及比亞迪(01211.H)亦會公布業績,投資者宜增加現金倉位水平並持觀望態度。 技術走勢上,恆指已完成回補3月17號的全部裂口,目前下試3月低位18,235點的機會仍然較大,除非指數能升穿10天線即20,700點水平,否則仍然處於反覆向下的階段。 (筆者為證監會持牌人)~
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