植耀輝: 美股反彈道指升618點 港股續觀望
耀才證券研究部總監植耀輝稱,美股三大指數隔晚(23日)顯着反彈,市場憧憬美國或考慮取消對中國之部分關稅,另外對經濟前景之擔憂稍爲紓緩,美股遂出現反彈。道指大彈618點或1.98%,收報31,880點,標普500指數上升72點或1.86%,收報3,973點,納指上升180點或1.59%,收報11,535點。
至於港股,昨日走勢依舊反覆,在科技股拖累下恆指一度下試20,300點水平,不過在人民幣匯價轉強,加上A股午後走勢回穩的情況下,恆指跌幅亦有所改窄,最終恆指收報20,470點,下跌247點,全日成交維持淡靜,僅得1,051億元。成交股中以創科(00669.HK)表現最佳,但升幅亦只得1.84%,而表現較差之成份股則有阿裏健康(00241.HK)及李寧(02331.HK),兩者股價跌幅均超過9%。ATM股價疲勢持續,三者跌幅介乎1.5%至3.35%。值得一提的是,四隻獲染藍之股份走勢各異,當中以中國宏橋(01378.HK)表現最佳,上升近8%,其次爲東方海外(00316.HK),上升6.3%。至於中芯國際(00981.HK)及中升控股(00881.HK)則上升3.3%及無升跌。
後市方面,由於隔晚美股顯着反彈,料對港股有正面支持。另外投資者亦觀望有關美國是否會有機會撤銷部分對華關稅。預期在此氣氛支持下,恆指將暫繼續於20,000至21,000點上落。
(筆者爲證監會持牌人,持有東方海外及創科股份)
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國務院減徵乘用車購置稅利好車股
耀才研究部稱,隔晚(23日)美股三大指數全線向上,收市升1.6至2%。摩根大通(JPM.US)召開投資者日,並且調升今年淨利息收入預測至560億美元,同時重新表示今年有望達到17%有形普通股回報率,刺激銀行股普遍向上,加上總統拜登透露,正考慮削減對中國進口商品的關稅,利好大市反彈。不過反映中概股的金龍中國指數隔晚跌近1%,納指期貨於亞洲時間亦回吐1%,恆指先回試20天線支持。焦點板塊及股份方面,國務院增加退稅逾1,400億元人民幣(下同),以及減徵部分乘用車購置稅600億元,有利車股股現。小鵬-W(09868.HK)首季收入按年增1.5倍至74.55億元,勝預期,不過普通股股東應佔淨虧損按年增1.2倍至17億元,遜預期,公司雖然調升第二季出貨量至最多34,000輛,但仍不及市場預期的37,775輛。
技術上,恆指於20天線暫時找到支持,短線轉變爲橫行格局,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,恆指需要升穿50天線才能打破浪低於浪的格局。
(筆者爲證監會持牌人)~
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