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植耀輝: 氣氛續利好 港股有望延續反彈
耀才證券研究部總監植耀輝稱,在市場憧憬聯儲局加息步伐或隨著近期經濟數據轉弱而減慢下,美股上周五(24日)大幅反彈,道指大升823點或2.7%,納指更大升3.3%,令全周計美股三大指數均有好表現,道指累升5.39%,標普500指數及納指則分別累升6.45%及7.5%。 至於港股方面,上周在科技股造好,加上大市氣氛有所改善下累升644點或3%,收報21,719點。成份股中以吉利(00175.HK)表現最好,累升超過20%,另一汽車股比亞迪(01211.HK)亦升近6%。內地持續推出扶持汽車產業措施,利好相關板塊。內地消費股亦見反彈,百威亞太(01876.HK)、華潤啤酒(00291.HK)及蒙牛(02319.HK)分別上升11.6%、9.8%及8.6%。值得一提的是醫藥股,股價低迷一段時間之中生製藥(01177.HK)及石藥(01093.HK)終見反彈,升幅均超過9%。 由於市場氣氛稍見改善,加上資金炒作政策受惠股份,預期只要A股能持續造好,港股有望續挑戰高位,何況投資者仍憧憬七一前中央或有惠港措施出台,預期港股仍有力挑戰22,000點以上水平。只是外圍情況仍難測,對歐美經濟之陰霾仍是投資市場一大不明朗因素,故大市本輪恐怕只是反彈並非轉勢。若能進一步挑戰22,500點之上,建議可考慮分階段減磅。 (筆者為證監會持牌人,並未持有相關股份) ******** 恆指突破21,500點後上試22,142點 耀才研究部稱,美股上周五(24日)全線向上,美國5月份新屋銷售今年來首次錄得增長,支持市況氣氛,三大指數收升2%至3%,納指表現最強。展望本周,美國將公佈通脹核心指標PCE,市場預期通脹高企,7月份加息0.75厘的機會率仍然有近80%。中國方面,較值得關注的是6月份製造業PMI,市場預期官方數據將環比上升,並重返50榮枯線之上;另外預期財新PMI只得約49,雖然環比上升但仍未能重返擴張區間。港股本周只得4個交易天,成交量可能較上周淡靜,不過由於科網股持續強勢,北水上周流入30億創一周最大流量,對指數亦會有支持,指數劍指月內高位22,142點。 技術上,恆指突破21,500點即市阻力,MACD出現牛信號,有條件上望6月高位22,142點水平,而下一個阻力目標將會為4月初的高位壓力區22,523點。 (筆者為證監會持牌人)~
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