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植耀輝: 美股回落觀望就業數據 港股料有力反彈
耀才證券研究部總監植耀輝稱,美股隔晚(2日)回落,重型機械巨頭Caterpillar(CAT.US)業績表現欠佳,加上聯儲局官員鷹派言論,道指便下跌超過400點,收報32,396點,下跌超過1%;標普500指數及納指則分別下跌0.67%及0.16%。投資者關注本周五公布之就業數據表現。 至於港股方面,受地緣政局緊張氣氛拖累,恆指甫開市即失守20,000點關口,其後跌幅更進一步擴大至650點,逼近19,500點水平。雖然尾市跌幅收窄,但全日計恆指仍下跌476點或2.36%,科指跌幅更超過3%。全日成交則達到1,180.9億元。成份股幾乎全線下跌,唯創科(00669.HK)能微升0.5%,而內房相關股表現續差,碧桂園服務(06098.HK)再跌7.5%,過去兩個交易日已累跌16.7%;碧桂園(02007.HK)跌幅亦超過6.5%,龍湖集團(00960.HK)亦跌近4.7%。值得一提的是,剛宣布中期業績之信義系表現強差人意,雖然早前已發盈警,但股價依然跟隨大市下挫,信義玻璃(00868.HK)下跌近7%,信義光能(00968.HK)亦跌4.2%,信義能源(03868.HK)更大跌18%。 雖然隔晚美股下跌,投資者亦會繼續關注地緣政治情況,惟因港股昨日跌幅不少,加上個別科技股如阿里巴巴隔晚造好,預期港股今日(3日)亦有望反彈,惟始終後市不明朗因素仍多,故力度亦相當有限,先觀望能否重上20,000點水平並企穩。 (筆者為證監會持牌人,持有創科股份) *********** 恆指首要反彈目標20,668點 耀才研究部稱,隔晚(2日)美股反覆回落,美國眾議院議長佩洛西到達台灣訪問,中美未有發生衝突,緩解了市場的情緒,大盤早段出現反彈。不過多名聯儲官員放鷹,指抗通脹之路遠未結束,對下一次加息50或75基點持開放態度,美國十年期國債息率應聲升至2.74%,而且終端利率預期降息的機會率降低,拖累三大指數收跌。金龍中國指數反彈1.4%,恆指連日急挫,已偏離其十天線近千點,有條件作出反彈。北水連續兩日錄得淨流入,而且積極撈底騰訊(00700.HK),留意股價能否重新站穩上一個52周低即295.4元。 技術上,恆指首要反彈目標為7月跌浪的0.382水平,即20,668點,下一個較關鍵的阻力將會位於250月線亦即20,800點水平,需留意恆指多條月線向下移,發出多個死亡交叉,走勢仍屬利淡。 (筆者為證監會持牌人)~
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