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植耀輝: 美股窄幅上落觀望數據 恆指續兩萬關爭持
耀才證券研究部總監植耀輝稱,美股隔晚(8日)窄幅上落,Nvidia(NVDA.US)預警第二季業績表現遜預期,消息利淡芯片股表現。不過投資者繼續觀望通脹數據表現,最終道指微升29點或0.1%,收報32,832點,標普500指數及納指則分別微跌5點及13點,收報4,140點及12,644點。 港股方面,昨日走勢依然未見太大起色,恆指全日波幅只得217點,成交金額更不足750億元,恆指最終亦在科技股及內房股拖累下,收報20,045點,下跌156點。ATM表現欠佳,跌幅介乎2.1%至4.4%;內房股走勢仍差,碧桂園(02007.HK)再跌6.6%,本月累跌已達到16.5%,龍湖(00960.HK)亦跌近3%。反而金融股整體表現不俗,匯控(00005.HK)上升1.4%,友邦(01299.HK)亦靠穩,微升0.26%。 雖然恆指昨日二萬關口失而復得,但投資氣氛未見改善,成交量更進一步萎縮,反映投資者入市意欲仍低,同時本週較後時間中美亦將公佈就業數據,加上業績期因素,預期港股仍只會於20,000點水平上落。 (筆者爲證監會持牌人,並未持有相關股份) *********** 恆指不宜再跌穿下降三角形的形態 耀才研究部稱,隔晚(8日)美股高開低走,收市個別發展。Nvidia(NVDA.US)預警第二季度收入只有67億美元,股價拖累股價跌超過6%,標指及納指收市微跌0.1%。大行對股市走向看法分歧,大摩認爲美股反彈已經結束,9月將出現大跌市;高盛則維持今年標指目標4,300點,但將標指每股盈利增長預測由6%削減至3%,市場仍然等待通脹數據帶來的啓示。港股方面,金龍中國指數跌近2%,北水昨日淨流出近2億,終止五天淨流入的勢頭,短期港股仍未擺脫弱勢,於下跌三角形態之下,20,000點關口不宜再失。阿裏-SW(09988.HK)轉換於聯交所主要上市獲確認,將於年底前生效,留意股價能否從8月低位找到支持。 技術上,恆指近期高點下移,形成下降三角形的形態,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,指數需要突破20天線即20,462點才能突破下跌軌道。 (筆者爲證監會持牌人)~
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