植耀輝: 美股再跌納指急挫 港股支持下移至20,500點
耀才證券研究部總監植耀輝稱,美股隔晚(13日)持續急挫,投資者繼續關注聯儲局本週議息結果,隨着越來越多投行相信加息力度進一步增加,投資市場持續恐慌,道指及標普500指數分別大跌2.8%及3.9%,納指跌幅更大,達到4.7%。
港股方面,恆指一度失守21,000點關口,雖然最終該關口失而復得,但全日計仍大跌738點或3.4%,收報21,067點;科指跌幅更顯着,達4.7%。ATM(阿裏-SW(09988.HK)、騰訊(00700.HK)及美團-W(03690.HK))爲昨日跌市元兇,三者分別下跌8%、4.9%及6.5%,拖累恆指大跌328點,另外金融股表現亦欠佳,匯控(00005.HK)下跌2.5%,友邦(01299.HK)亦跌超過2.2%,至於港交所(00388.HK)則跌超過3.7%。事實上,昨日恆指成份股兩隻股份錄得升幅,分別爲長建(01038.HK)及電能(00006.HK),兩者升幅亦不足1%。至於4只藍籌新貴則個別發展,表現最佳爲中芯(00981.HK),收報18.86元,無升跌;東方海外(00316.HK)及中升(00881.HK)則分別下跌1.9%及2.7%,至於宏橋(01378.HK)則下跌3.6%。
由於隔晚美股再度急挫,今日(14日)港股恐怕仍會繼續受壓。不過後市仍要視乎A股表現、內地疫情最新狀況以及會否有更多刺激經濟措施。惟港股一旦失守21,000點,下方支持將回落至20,500點水平。
(筆者爲證監會持牌人,持有東方海外股份)
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恆指可能要回補5月26日上升裂口
耀才研究部稱,隔晚(13日)美股未能止瀉,市場繼續憂慮過高的通脹將迫使聯儲局本週議息時造出一口氣加息0.75釐的行動,繼巴克萊後,高盛(GS.US)和摩根大通(JPM.US)也開始支持這個預期。十年期國債息率曾抽升至3.43釐高位,拖累道指最多跌過千點,而標指亦陷入熊市區。目前市場對後市感到憂慮,加上中國疫情未明,股市將全面受壓,金龍中國指數跌7%,科網股繼續領跌大市,黑期預示恆指於20,700點爭持,留待美聯儲議息決定公佈才能釋除過度加息的疑慮。
技術上,恆指昨日下試20天及50天線水平,該水平不容有失,如果跌穿則意味着5月起的上升軌道被打破,較悲觀的情況指數可能要回補5月26日的上升裂口亦即20,300點水平。
(筆者爲證監會持牌人)~
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