植耀輝: 美股反覆納指升0.4% 續留意監管消息
耀才證券研究部總監植耀輝稱,美股隔晚(6日)走勢反覆,早段表現不俗,當中科技股顯著造好,不過隨著10年期債息再度突破3厘,科技股亦由高位回落,最終三大指數僅微升,當中道指上升0.05%,標普500指數及納指分別上升0.31%及0.4%。
至於港股,昨日在科技股急升下走勢有所突破,在成交配合下上升571點或2.71%,收報21,653點。科技股成為升市功臣,美團-W(03690.HK)急升近一成,阿里巴巴-SW(09988.HK)亦升超過5%。騰訊(00700.HK)升幅雖較少,但亦有2.4%進賬。至於升幅最大股份為藥明生物(02269.HK),升幅達到10.35%。除科技股外,新能源汽車股亦有好表現,比亞迪(01211.HK)便升近6%,理想汽車-W(02015.HK)升幅更達到12.4%。不過內房股表現則稍遜,中海外(00688.HK)便跌3.3%,龍湖(00960.HK)亦跌1.5%。
由於有消息指中國監管機構將結束對滴滴出行母企滴滴環球(DIDI.US)等公司之網絡安全審查,導致隔晚中概股造好,港股昨日尾市急升亦某程度上受此消息影響,因此後市去向仍要視乎相關進展。不過照現時情況而言,由於預期內地將出台更多利好及刺激經濟之手段,對投資氣氛始終有利。當然,筆者對本月後市看法依然正面,故即使今日(7日)或有機會出現回調,相信幅度亦有限。月內目標繼續看22,500點。
(筆者為證監會持牌人,並未持有相關股份)
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恆指突破頸線位置21,100點後將上試100天線水平
耀才研究部稱,隔晚(6日)美股先升後回,道指早段曾升超過300點,不過由於美國10年期債息重上3厘關口,壓制了股市的升幅,道指更一度倒跌80點,最終收升16點。大摩(MS.US)認為美股反彈浪將於第二季業績期開展時結束,標指於8月中有機會回落到3,400點,較現價有17%下跌空間。有傳中國監管機構對滴滴環球(DIDI.US)的調查正在結案,聯同另外兩家公司的Apps將於內地市場重新上架,而且可以重新吸納新客戶,監管風險消除帶領熱門中概股上漲,新經濟股將接力支撐大市。另外內地不再宣傳單一清零政策,旅遊及內需股亦有條件繼續反彈,恆指近日站穩50天線,首要上望100天線亦即22,100點水平。
技術上,恆指打破了自2月起浪低於浪的走勢,同時亦成功突破2月小雙頂的頸線位置21,100點,此水平將變成短期的支持位,以量度升幅起計恆指有條件重返22,400點水平。
(筆者為證監會持牌人)~
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