You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
植耀輝: 美股低位反彈納指揚 港股續區間上落
耀才證券研究部總監植耀輝稱,美股隔晚(5日)大幅波動,投資者對經濟衰退之擔憂加劇,油價重挫,2年期與10年期債息出現倒掛,三大指數亦一度急跌;不過科技股有資金吸納,納指反彈之餘收市升幅更達到1.75%,標普500指數收市亦微升。道指亦由早段曾急跌742點後逐步收復失地,最終收報30,967點,下跌129點。投資者繼續關注本周五公布之就業數據表現。 港股方面,昨日走勢持續反覆,開市早段一度急升368點,不過隨著A股由升轉跌,大市升幅亦有所收窄,其後更倒跌;尾市雖能有所反彈,但升幅亦只得22點,收報21,853點。過去兩個交易日,恆指全日波幅均達到400點或以上,至於成交則稍為縮減至1,226億元。 醫藥股繼續為市場焦點之一,藥明(02269.HK)連續第二日為最大升幅藍籌,昨日再升6.5%,兩個交易日累升15%,阿里健康(00241.HK)亦升近5%。不過周一急升之另外兩隻醫藥股中生製藥(01177.HK)及石藥集團(01093.HK)則無以為繼,前者下跌近1%,石藥則微跌。值得留意的是,消費電子類股份繼續捱沽,舜宇(02382.HK)及小米(01810.HK)分別下跌4.8%及3.5%。 如筆者早前指出,港股7月將呈大幅波動格局,畢竟左右市況之因素頗多,例如昨日傳出美國或取消部分加微中國之關稅,港股即時出現反彈;惟A股表現轉弱遂令恆指升幅又再度收窄。加上本周尚要留意美國經濟數據,預期恆指將繼續維持21,500至22,500點水平上落。 (筆者為證監會持牌人,並未持有相關股份) ********* 外圍衰退風險增將拖累商品及金屬股 耀才研究部稱,隔晚(5日)美股三大指數個別發展,美國10年期國債息率曾低見2.786厘,與2年期債息倒掛,引起經濟衰退的憂慮,道指曾跌逾700點,納指最多跌2%,不過跌幅慢慢收窄,納指最終更倒升近2%。衰退或會影響商品前景,油價自5月起第一次跌穿100美元大關,花旗唱淡油價年底前會回到每桶65美元的水平,紐油曾經急挫一成,消息將拖累油股,主要金屬亦跌2%至4%亦影響相關板塊。金龍中國指數升1.5%,市場主力資金仍然集中於互聯網以及醫藥板塊,恆指將繼續於22,000點關口至20天線爭持,等待美國調低中國關稅的憧憬實現。 技術上,恆指回補6月27日上升裂口即21,762點後找到支持,並守住5月起形成的一條上升軌道,屬浪高於浪格局,後市仍然有機會挑戰4月位高位。不過小心如果跌穿21,300點軌道支持的話,則需要市況可能逆轉。 (筆者為證監會持牌人)~
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account