植耀輝: 美股急跌觀望議息 港股考驗21,000點支持
阿思達克 06-13 10:26
耀才證券研究部總監植耀輝稱，美股上周五(10日)急挫，美國5月CPI升至40年新高，反映通脹依然未受控，投資者憂慮聯儲局將採取更激進加息步伐。受此影響，美股三大指數均急挫，當中道指大跌880點或2.7%，標普500指數亦跌2.9%，納指跌幅更大，達到3.5%。全周計道指累跌4.6%，標普500指數及納指累跌更達到5.05%及5.6%。
港股方面，上周表現較為反覆，不過在新經濟股份支持下，恆指仍有不俗表現，全周計恆指累升724點或3.4%，收報21,806點。科指表現更強，累升近一成，收報4,826點。但更誇張的是有三隻藍籌一周累升超過兩成，分別為阿里健康(00241.HK)、阿里-SW(09988.HK)及藥明生物(02269.HK)，升幅達到29%、22%及21%。值得一提的是，科技股整體亦有好表現，美團-W(03690.HK)及京東-SW(09618.HK)分別上升11.7%及13.3%，騰訊(00700.HK)升幅亦達到一成。除新經濟股外，汽車股亦造好，比亞迪(01211.HK)股價亦累升超過11%。
相比之下，內房股表現則令人失望，龍湖(00960.HK)成為上周最大跌幅藍籌，累跌超過11%，中海外(00688.HK)跌幅較輕微，但亦跌超過4%。至於四隻準藍籌，上周則個別發展，東方海外(00316.HK)受航運股大跌拖累，累跌11.6%，相反中芯(00981.HK)則急升近一成，另外中升(00881.HK)亦升2.6%，而中國宏橋(01378.HK)則僅微跌0.7%。至於被剔除之瑞聲(02018.HK)則上升2.4%。
由於美股上周五急挫，加上本周尚有聯儲局議息會議，相信港股今日(13日)難有好表現，當然若A股能表現能靠穩，則對港股或會有一定幫助，惟新經濟股今日或會顯著回調。短期暫看21,000點能否企穩。
(筆者為證監會持牌人，並未持有相關股份)
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恆指將回試21,100點即20天線水平支持
耀才研究部稱，上周五(10日)美股急挫，美國5月份CPI按年升8.6%，高過預期及前值的0.3個百分點，再創逾40年新高，打破了通脹見頂的憧憬。本周三及四(15至16日)美聯儲將舉行重磅議息會議，市場認為此輪加息0.75厘的機會率更由9%升至29%，道指收市跌近900點。由於外圍氣氛轉弱，上周累積較多升幅的科網股將出現回吐，黑期預示恆指將於21,100點水平爭持，目前較關鍵為內地疫情的發展，因應北京及上海重現本土確診案例，內需股亦難以避免下跌，資金於市況不穩的情況下較大機會追入新能源及高息股避險。
技術上，恆指未能升穿100天線22,100點，即市支持為21400，若該水平未能守住，指數將回試21,100點水平，亦即恆指3月至4月於22,400至21,100點的區間底部。
(筆者為證監會持牌人)~
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