植耀輝: 港股連升三日累漲1,300點 「六絕月」有望「不絕」
耀才證券研究部總監植耀輝稱,港股於5月最後一個交易日有好表現,官方PMI表現勝預期,以及在內地接連推出一系列刺激經濟措施的情況下,恆指全日均有不俗表現,加上MSCI調整成份於收市後生效,收市競價後恆指進一步被挾高,最終上升291點,收報21,415點,全日成交金額達到2,456億元。受惠於過去三個交易日恆指累升約1,300點,令5月港股最能錄得325點升幅。
內需股續見資金追捧,李寧(02331.HK)及海底撈(06862.HK)便分別上升4.7%及6.3%,不過成份股中表現最佳則爲碧服(06098.HK),升幅達到8%。值得一提的是美團-W(03690.HK),股價昨日再升6.8%至187元,5月計累升8.7%。
正式踏入「六絕月」,正如筆者早前所指,在憧憬會有更多針對措施出臺的情況下,恆指本月表現未宜看得太淡,若美股亦能有好表現,恆指本月將有望延續月升勢。短期可留意大市能否企穩於21,500點水平,若能守穩,則後市有望可進一步挑戰22,500點。而選股策略亦以緊隨國策爲主,故汽車、內房及新能源等板塊仍可繼續看高一線。
(筆者爲證監會持牌人,並未持有相關股份)
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恆指首要目標需站穩2月小雙頂頸線位置21,100點
耀才研究部稱,隔晚(5月31日)美股假期後復市低收,歐元區通脹達8.1%再創高位,美國財長耶倫表示過去一年對通脹的路徑估計出錯,不應該淡化通脹的威脅,道指盤中曾跌逾400點,收市亦跌200點。恆指5月份最終彈逾300點,沒有實現5窮月的憂慮,6月對中美股市均算是比較關鍵的月份,因爲美國過去四年對數千億美元中國進口商品加徵的懲罰性關稅預定7月6日屆滿,所以白宮要於接下來的時間決定是否延長或取消關稅。美副財長指總統拜登考慮降低中國貨關稅,但商務部長則考慮把更多中企納入實體清單,需要密切留意消息走向。
技術上,恆指昨日以全日最高位收市,點數亦高於5月初的高位水平,打破了自2月起浪低於浪的走勢,首要目標需站穩2月小雙頂的頸線位置21,100點,成功突破的話,以量度升幅起計恆指有條件重返22,400點水平。
(筆者爲證監會持牌人)~
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