植耀輝: 港股有望收復兩萬關 本週聚焦科企業績
耀才證券研究部總監植耀輝稱,港股上週五(13日)在科技股反彈,加上A股造好下回升超過500點,收報19,898點,不過全周計指仍微跌103點。成份股中以吉利(00175.HK)表現最佳,一週計累升超10%,潤啤(00291.HK)及阿裏健康(00241.HK)亦見反彈,分別累升9.17%及8.71%。而「ATMXJ」表現則相當分化,美團(03690.HK)累升6.8%,騰訊(00700.HK)則微升1.5%,小米(01810.HK)則微跌0.5%。不過阿裏(09988.HK)及京東(09618.HK)則雙雙大跌,京東累跌超過11%,阿裏亦跌超過9%。
至於汽車股及內房相關股則大幅波動,汽車股受有消息指內地將於近期發佈新一輪汽車下鄉政策支持而上揚,除上文提到之吉利外,長汽(02333.HK)及廣汽(02238.HK)分別上升12.5%及6.8%,比亞迪(01211.HK)亦升超過5%。至於內房股周初普遍急挫,部分如碧桂園(02007.HK)跌幅超過8%,中海外(00688.HK)亦曾單日跌超過7%,至週五則見反彈,不過全周計普遍仍錄得跌幅。
由於上週五美股出現反彈,氣氛料對港股有一定幫助,預期今日有望重上兩萬點。惟後市表現仍有待觀察,畢竟投資者依然關注中美股市表現以及經濟狀況,而本週起亦陸續有焦點股公佈季績,當中便包括京東、騰訊、小米,表現對大市或會有一定啓示。預期港股短期阻力爲20,300點,下方支持則暫爲早前低位約19,200點。
(筆者爲證監會持牌人,並未持有相關股份)
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觀望科網巨頭業績及恆指季檢
耀才研究部稱,上週五(13日)美股三大指數全線向上,道指升1.5%,標指升2.4%,納指更升6.8%。聯儲局主席鮑威爾重申,未來兩次會議都可能各加息0.5釐,但未有考慮加息0.75釐的選項,支持股市反彈。金龍中國指數週五彈近8%,港股將跟隨反彈,黑期預示恆指將升逾200點重返20000點以上,恆指能否突破10天線20286點成關鍵。展望本週,中國將公佈被稱爲三頭馬車的經濟數據,當中市場預計4月零售銷售將按年跌6.2%,較3月份的3.5%跌幅有所擴大。本週投資者炒作時要更貼市,因多隻科網巨頭將陸續公佈季績,週一(16日)將會有京東(09618.HK),週三(18日)有騰訊(00700.HK),週四(19日)有小米(01810.HK),週五(20日)則有恆生指數成分股季檢結果出爐。
技術上,恆指至今仍未有打破浪低於浪的格局,即使恆指於5月10日低見19,178點後反彈,但由於反彈乏力,一日恆指未重越10天及20天線之前,走勢上仍未能過份樂觀。一旦恆指再度跌穿4月27日低位19,665點,指數仍有可能於短期後市內再創月內新低。
(筆者爲證監會持牌人)~
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