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植耀輝: 通脹憂慮重燃美股急挫 港股恐回試20,000點關口
耀才證券研究部總監植耀輝稱,美股隔晚(18日)急跌,投資者持續關注聯儲局息口去向,同時零售商Target(TGT.US)業績遠遜預期,引發對通脹蠶食企業盈利之擔憂。Target股價大跌25%。至於科技股亦急挫,Amazon(AMZN.US)便大跌超過7%,蘋果公司(AAPL.US)亦跌超過5.6%。最終道指下跌1,164點或3.57%,收報31,490點,標普500指數亦急跌165點或4%,收報3,923點,兩者均爲2020年6月以來最大跌幅;至於納指跌幅更達到566點或4.7%,收報11,418點。 港股方面,恆指維持反覆格局,於20,600點水平上落。恆指高開約70點後未能維持升勢,其後曾回落至20,400點以下,不過中午開市後走勢又再度轉強,並一度創日內高位20,711點。但走勢其後又再度偏軟。收市前騰訊(00700.HK)股價跌幅顯着收窄,最終恆指收報20,644點,上升41點,全日成交1,126億元。成份股中以創科(00669.HK)表現最佳,上升5.75%,信義光能(00968.HK)亦升近4%。至於新經濟股則表現一般,季績表現勝預期之京東(09618.HK)下跌1%,騰訊及阿裏巴巴(09988.HK)則下跌近1%,今日出季績之小米(01810.HK)則跌不足0.5%。 由於隔晚美股急跌,加上騰訊季績表現令人失望,預期今日(19日)港股將受壓,並有機會再次考驗20,200點支持。不過正如筆者早前指出,對6月大市看法較樂觀,故若今日內房、汽車及新能源股板塊出現較大調整,不妨小注吸納。 (筆者爲證監會持牌人,持有Amazon及創科股份) *********** 騰訊(00700.HK)業績遜預期 恆指考驗10天線支持 耀才研究部稱,隔晚(18日)美股急挫引發小股災,零售商業績及未來指引均遜預期,令市場憂慮消費能力放緩加上高通脹效應可能引發衰退,道指一度瀉逾1,200點,創兩年以來最大單日跌幅,標指及納指均挫近5%。受氣氛影響,中國金龍指數亦跌近3%,黑期料恆指將低開近500點,再度考驗2萬點支持。騰訊(00700.HK)首季收入無升跌,經調整純利按年跌22.9%至255.45億元人民幣,遜市場預期,其中手遊業務升幅放緩以及成本急升,公司指中國疫情可能影響其預計的在線廣告復甦時間表,而近期支持科網企業的政策對集團的業務貢獻或有滯後,意味短期內難見覆蘇,屬於利淡。今日有藍籌小米(01810.HK)公佈業績,美國零售商因指引不佳及成本上漲等憂慮令股價重挫,留意小米會否受到同樣影響。 技術上,恆指重越10天及20天線之上,MACD亦開始出現牛差距,不過以2月份高位25,000點起計,恆指仍然受壓於一條下降軌中,短線先考驗10天線支持,恆指需要升穿50天線才能打破浪底於浪的格局。 (筆者爲證監會持牌人)~
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