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植耀輝: 美股急彈 港股短期阻力21,800點
耀才證券研究部總監植耀輝稱,美股隔晚(21日)顯著反彈,三大指數升幅均超過2%。當中道指上升641點或2.15%,收報30,530點,至於標普500指數及納指則分別上升2.45%及2.5%。投資者繼續關注美國經濟表現。聯儲局主席鮑威爾未來兩日將出席國會聯證會,對息口及經濟前景會有更多啟示。 港股方面,連續第三個交易日造好,並初步企穩21,500點之上。金融股成為升市主要動力,匯控(00005.HK)及友邦(01299.HK)分別上升3.7%及1.5%,貢獻大市62點及25點,內房股建行(00939.HK)亦貢獻大市28點。科技股亦有好表現,騰訊(00700.HK)及阿里-SW(09988.HK)合共貢獻大市69點。值得一提的是醫藥板塊,阿里健康(00241.HK)急升12%,藥明生物(02269.HK)亦升5%,就連兩隻弱勢藥股石藥(01093.HK)及中生製藥(01177.HK)亦分別上升4.5%及2.95%。 另外,昨日不少細價股出現瘋狂炒作,南南資源(01229.HK)發盈喜,股價一度急升17倍,收市升幅仍高達9倍;升幅榜排第二、第三之股份升幅亦超過一倍。不過這類細價股炒作味太濃,故不建議投資者沾手。 回說大市方面,雖然歐美股市有所改善,但美股是否已觸底則仍言之尚早,後市仍要留意經濟數據特別是通脹情況。至於港股昨日急彈後,已逐漸逼近100天線約21,800點阻力附近,短期先看能否突破此水平,如能突破則有望進一步挑戰筆者本月目標22,500點水平。 (筆者為證監會持牌人,並未持有相關股份) ******** 恆指能否突破21,500點頸線位置成關鍵 耀才研究部稱,隔晚(21日)美股假期後反彈,三大指數全線升2%以上,道指重返3萬點關口,重磅科技股和中概股強勢,Tesla升超過9%,金龍中國指數升5%,收於5週高位。多間大行唱淡美股前景,法興、貝萊德及德銀認為美國衰退的機會增大,關鍵在於美國應對通脹的方法。本港方面,昨日恆指於接近全日高位收市,黑期預示指數今日將回吐過百點,關注中電控股(00002.HK)以及醫藥平台股,由於昨日元朗停電事件將影響中電或於盈警後再加大開支維修,另外國家藥監局擬禁第三方平台直接參與藥品網售,留意修例詳情公佈。 技術上,恆指重返10天線以上水平,RSI重返50以上屬於偏強的水平,以6月14及17日兩日起計造成了小雙底起計,指數突破21,500點頸線後可以上望22,300點。 (筆者為證監會持牌人)~
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