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植耀輝: 美股回落資源股造好 港股22,000點整固
耀才證券研究部總監植耀輝稱,美股隔晚(8日)走勢回落,繼Target(TGT.US)下調營收預測後,Intel(INTC.US)亦預警半導體需求下跌,利淡大市表現。不過資源股及中概股繼續有好表現。最終道指下跌269點或0.8%,收報32,910點,標普500指數及納指則下跌1.1%及0.7%。 港股昨日維持近期強勢,在新經濟股顯著急升下,恆指最多曾升超過532點,突破22,000點水平,尾市仍能維持好表現,最終恆指收報22,014點,上升482點或2.24%,全日交投相當活躍,成交金額達到1,840億元。成份股中表現最佳為阿里系,阿里-SW(09988.HK)及阿里健康(00241.HK)分別上升10%及11.6%,騰訊(00700.HK)及美團-W(03690.HK)亦分別上升6.5%及4.6%。值得一提的是藥明生物(02269.HK),昨日再升8%,單計本月已累升超過兩成。 由於科技股繼續有好表現,相信對大市依然會有相當支持。不過基於短期已累升不少,而且北水出現淨沽出情況,為近期較少見之現象,同時投資者亦會觀望美國及內地CPI數據,相信港股短期或暫於22,000點水平先行整固,待有進一步利好消息指再伺機出現突破。 (筆者為證監會持牌人,並未持有相關股份) ********* 恆指挑戰首要阻力100天線 耀才研究部稱,隔晚(8日)美股三大指數全線跌約1%,美國十年期債息重返3厘關口,拖累股市走勢,科技股走勢偏軟,但能源短缺支持資源股衝上,埃克森美孚(XOM.US)創八年高位。預料債息將會維持該水平爭持,直至周五(10日)美國公布CPI數據後,才會有明確走向。美國財長耶倫表示美國正積極考慮取消針對中國貨加徵的部分關稅,將於未來數周公布詳情,亦有利中美股市氣氛。熱門中概股連升三日,金龍中國指數升近6%,需留意本周醫藥及科網股升幅較大,加上指數受壓100天線,股份到達阻力位時會有回吐壓力,不過基於憧憬中美關係改善,以及內地採取較寬鬆的利率政策,新經濟股回調後仍然有條件持有。 技術上,恆指首要阻力位置為100天線22,100點,近日RSI與成交量於升市時亦有所配合,未有出現頂背馳的見頂現象,以量度升幅起計恆指仍有條件重返22,400點水平。 (筆者為證監會持牌人)~
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