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植耀輝: 匯控(00005.HK)撐起港股 後市變數多續觀望
耀才證券研究部總監植耀輝稱,港股在8月首個交易日(8月1日)相當反覆,恆指早段一度失守20,000點關口,最低見19,883點。不過隨著匯控(00005.HK)於午後受業績表現勝預期刺激下急升,科技股跌勢亦有所收窄,A股造好亦略為改善市場氣氛。最終恆指微升9點,收報20,165點,全日成交略為增加至1,148億元。成份股中以吉利汽車(00175.HK)表現最佳,上升12.9%,主要受旗下極氪品牌銷售理想所帶動;其餘汽車股亦有不俗表現,比亞迪(01211.HK)亦升近3.6%。內地消費股亦造好,百威亞太(01876.HK)上升5.5%,華潤啤酒(00291.HK)及海底撈均升超過2%。 不過市場焦點則落在匯控(00005.HK)身上。其中期業績表現勝預期,集團亦預期2023年年度將恢復派季績。消息刺激股價造好。匯控股價便升近5%,同日公布業績之恆生(00011.HK)亦升近3%。惟上周已公布業績之渣打(02888.HK)則回落超過1%。 內房相關股則繼續成為跌市重災區。金科服務(09666.HK)向母企貸款15億元人民幣,股價急挫37%,碧桂園(02007.HK)及碧服(06098.HK)則依然未見起色,前者下跌近4%,後者跌幅則達到一成。阿里-SW(09988.HK)(BABA.US)則受SEC將其納入於除牌名單中,股價亦跌近3.8%。 基於市場變數甚多,特別是地緣緊張局勢短期內勢必影響投資氣氛,相信港股下行壓力仍較大。不過20,000點附近似乎仍有不俗支持,且看短期能否先守穩。 (筆者為證監會持牌人,並未持有相關股份) *********** 中美關係持續緊張 恆指於19,800點水平爭持 耀才研究部稱,隔晚(8月1日)美股偏軟,收市變動不大,三大指數跌幅0.1%至0.3%水平。盛傳美國眾議院議長佩洛西將於周二(2日)訪問台灣,為廿五年來首次,中美關係緊張,加上近期又出現中概股退市風波,金龍中國指數下跌1.85%,恆指黑期亦挫逾200點,再度下試19800點支持。國家新聞出版署批出8月份國產網絡遊戲版號,龍頭騰訊(00700.HK)及網易-S(09999.HK)再次榜上無名,雖然北水湧入,但騰訊股價昨日仍以全日低位收市,股價下試52周的機會較大,需嚴守止蝕。 技術上,恆指上周五(7月29日)於成交擴大下跌穿20,500點即市支持,指數於7月中後期一直維持約500點上落波幅,即恆指將下試20,000點關口,同時指數已跌穿月內低位,沿保力加通道低軸順延的機會較大,下一個支持位於5月中的頸線位置19,800點。 (筆者為證監會持牌人)~
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