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植耀輝: 美股個別發展 港股續區間爭持
耀才證券研究部總監植耀輝稱,美股隔晚(25日)個別發展,投資者靜待聯儲局議息結果,同時本周將有多間大型科技股公布季績,大市交投亦稍為淡靜。最終道指及標普500指數分別上升0.28%及0.13%,收報31,990點及3,966點,納指則下跌51點或0.43%,收報11,782點。 港股方面,恆指維持近期窄幅上落格局,成交量亦繼續淡靜。不過板塊表現卻較分化,內房股受有消息指國務院已批准設立房地產基金以收購爛尾樓之憧憬而出現反彈,旭輝(00884)反彈超過一成,龍湖(00960)及潤地(01109)亦分別上升6.8%及3.3%。惟汽車股整體表現卻較差,「蔚小理」股價持續受壓。另外中概股表現亦較失色,阿里巴巴(09988)股價跌穿100元關口,收報99.6元,下跌2.5%。新能源股表現亦差,新特能源(01799)大跌11.5%,新天綠色能源(00956)亦跌2%。 大市繼續缺乏方向,畢竟投資者本周關注點在於聯儲局議息會議上。另外,由於港股本身亦缺乏利好消息支持,在觀望氣氛主導下,預期大市仍只會於20,200-21,000點上落。 (筆者為證監會持牌人,並未持有相關股份) ******** 投資者於聯儲公布議息結果前較為審慎 耀才證券研究部團隊稱,隔晚(25日)美股三大指數收市個別發展,投資者於聯儲公布議息結果前較為審慎,大行對美國經濟前景看法分歧,大摩認為標指的估值水平仍然過高,摩通則認為通脹已見頂,聯儲將停止緊縮政策。美國總統拜登表示,仍然希望本周與中國國家主席習近平通話,金龍中國指數反彈逾1%。阿里-SW(09988.HK)申請在聯交所主板改變上市地位為主要上市,預期將於2022年底前生效,截至6月30日止6個月,集團股份於香港市場的日均交易量約7億美元,集團股份於美國市場的日均交易量約32億美元。 技術上,恆指於6月低點亦即20,697點爭持,此位置同樣屬於6月至7月於22,000點造成雙頂的頸線位置,若果能站穩則有條件於22,000之間上落,否則以1,300波幅來量度預計跌幅的話,指數最悲觀的情況將會回到19,400點。 (筆者為證監會持牌人)~
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