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植耀輝: 加息符預期美股急升 港股仍未擺脫上落市格局
耀才證券研究部總監植耀輝稱,美股隔晚(27日)大幅造好,當中納指大升超過4%,爲2020年4月以來最佳。聯儲局議息會議後一如預期加息0.75釐,主席鮑維爾重申美國並未出現衰退,亦進一步提振市場信心。道指收市亦升436點或1.37%,標普500指數升幅更達到2.6%。 至於港股方面,繼續維持日升日跌格局,受大型科技股走勢欠佳以及碧桂園(02007.HK)配股消息拖累,恆指一度失守20,600點,最低更曾見20,572點;雖然收市跌幅有所收窄,但全日計仍下跌235點,收報20,670點。不過交投依然淡靜,全日計只得872點。 內房股在連續兩個交易日大幅反彈後又再度急跌。碧桂園大折讓配股,集資約28億元。消息導致股價大跌之餘亦拖累其他內房股表現。碧桂園大跌15%,同系碧服(06098.HK)更大跌22%。其餘內房股方面,早前大升之旭輝(00884.HK)亦急挫12%。至於其他藍籌地產股亦捱沽,龍湖(00960.HK)下跌4.4%、中海外(00688.HK)及潤地(01109.HK)跌幅亦均超過2%。 科技股亦成爲另一跌市焦點。ATM又再度回落,阿裏-SW(09988.HK)一度失守100元關口,最終收報101元,下跌3.3%,騰訊(00700.HK)亦險守320元水平,收報320.2元,下跌2.8%,美團-W(03690.HK)跌幅則相對輕微,收報190.1元,微跌0.3%。 雖然隔晚聯儲局議息會議一如市場預期般加息0.75釐,但投資市場短期變數仍相當複雜兼欠明朗。美企業績表現以及國家主席習近平與美國總統拜登通話消息對後市發展會有較多啓示,港股本身亦有內房相關消息。在此情況下,預期恆指將維持拉鋸格局,初步將繼續於20,000至21,000點上落。 (筆者爲證監會持牌人,並未持有相關股份) ******** 恆指持續於20,500點至20,900點橫行 耀才證券研究部團隊稱,隔晚(27日)美股全線向上,道指升逾1%,標指升近3%,納指升逾4%。美聯儲議息後決定加息0.75釐,符合市場預期。聯儲局主席鮑威爾表示,局方在利率行動方面將不再提供那麼清晰的前瞻指引,在某個時間點放慢加息節奏可能會是合適的做法,不過要取決於經濟數據的表現。利率期貨顯示,美聯儲於年內將會合共再加息1釐,終端利率將會於明年1月後於3.3釐水平見頂,並開始減息。終端利率較預期爲低,支持科技股抽升及大市氣氛,不過港股氛圍若要有所改善,還需觀望中美關係的變化以及內地會否再度推出刺激政策,目前市場聚焦於兩國元首今日(28日)的對話、美政客訪臺事宜以及中美於審計報告上的討論。 技術上,恆指於6月低點亦即20,697點爭持,成交額持續低於1,000億元,RSI持續於50水平以下,暫時屬於在20,500至20,900之間收窄橫行的型態,不過MACD熊差距有所收窄,可以等待牛信號出現再進行建倉。 (筆者爲證監會持牌人)~
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