植耀輝: 議息符預期美股抽升 港股走勢還看A股
耀才證券研究部總監植耀輝稱,聯儲局議息會議一如市場預期加息0.5釐,並將於6月起開始進行「縮表」,主席鮑威爾表示將積極壓抑通脹,但對一次加息0.75釐有保留,消除市場對未來加息之不確定性。美股三大指數隔晚(4日)大幅反彈,道指急升932點或2.81%,收報34,061點,標普500指數及納指分別上升2.99%及3.19%,收報4,300點及12,964點。
港股方面,受科技股拖累,恆指在連升五個交易日後斷纜,全日計下跌232點或1.1%,收報20,869點,科技指數跌幅更達到3.3%,科指成份股亦只得3只股份錄得升幅。不過大市全日成交金價只得724億元,反映在聯儲局議息前夕及A股復市前大市觀望氣氛明顯。
由於議息結果合乎預期,加上美股抽升,預期亦會爲港股帶來支持,不過後市仍要視乎今日A股復市表現。另外,美國證交會(SEC)再將88只中概股納入潛在除牌名單,當中包括京東(JD.US)、嗶哩嗶哩(BILI.US)、網易(NTES.US)及蔚來(NIO.US)等,消息或多或少亦會對港股投資氣氛有負面影響,預期港股有望重上21,000點,惟要再有大突破還看A股表現。
(筆者爲證監會持牌人,並未持有相關股份)
***********
北水迴歸恆指再度挑戰20天線阻力
耀才研究部稱,美聯儲議息後宣佈加息0.5釐,爲2000年以來首次出現的加息幅度,基金利率區間現在爲0.75%至1.0%,符合市場預期,而且6月1日將開始每個月縮表475億美元,規模少於預期的950億元,加上鮑威爾排除單次加息0.75釐可能性,消除了市場對聯儲急速收水的憂慮,隔晚(4日)美股三大指數全線升2.8%至3.2%。最新美國SEC將88家中概股加入預定除牌名單,當中包括京東(JD.US),B站(BILI.US)及網易(NTES.US),將會限制了科技股的升幅,北水今日迴歸,觀望資金會否撈底科網股。外圍氣氛造好仍率先帶動港股反彈,目前首要阻力位置仍處於20天線即約21,200點水平。
技術上,恆指MACD牛信號擴大,短期走勢轉好。20天線即保力加通道位置仍然爲主要分水嶺,如若能夠突破該水平,指數有望重返3月尾至4月初的橫行區間,否則只能於21,100點至19,800點的新區間上落。
(筆者爲證監會持牌人)~
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.