植耀輝: 觀望通脹數據美股跌 恆指拉鋸格局未改
耀才證券研究部總監植耀輝稱,美股隔晚(9日)偏弱,美光科技(MU.US)下調業績展望,加上投資者觀望CPI數據,道指下跌58點或0.18%,收報32,774點;標普500指數則跌0.4%,收報4,122點,至於納指則受半導體股拖累,下跌1.2%,收報12,493點。
港股方面,昨日一度在地產股帶動下顯著反彈,恆指最多便升超過200點,升至20,250點水平,成交量亦顯著增加。不過午後隨著政府作出澄清,地產股升幅亦持續收窄,恆指亦無以為繼,尾市又再度倒跌,最終恆指險守20,000點關口,下跌42點,收報20,003點。不過交投相當清淡,全日計成交金額只得821.8億元。
成份股中以碧服(06098.HK)表現最佳,反彈4.1%,惟月內跌幅仍達到16%;反而聯通(00762.HK)受業績及派息優於預期支持,股價亦升4%。至於地產股一度受行政會議召集人葉劉淑儀於一個訪問中指政府可考慮豁免內地客雙重印花稅之消息而急升,其後雖作澄清,不過最終仍能錄得升幅,當中新世界發展(00017.HK)及新地(00016.HK)收市仍升超過2%。
至於後市去向,中美將於今日(10日)公布CPI數據,或多或少會對市況有一點啟示,不過始終大市仍缺乏利好消息支持,恐怕短期內仍只會於20,000點上落。
(筆者為證監會持牌人,並未持有相關股份)
************
恆指再跌穿20,000後將下試19,515點
耀才研究部稱,隔晚(9日)美股全線收跌,科技股表現最弱,納指跌超1%。市場於美國CPI公布前審慎入市,美國30年期國債再度突破3%。金龍中國指數跌1.7%,連續三日下跌,電動車股對指數拖累較大,恆指將再度跌穿20,000點關口。市場成交持續淡靜,北水連續兩日淨流出,大市日均成交不足1,000億元的情況下,氣氛仍屬利淡,市場等待科網股率先公布的業績以及營銷數據。舜宇光學(02382.HK)7月光學零件手機鏡頭出貨量,因現時整體智能手機市場需求較淡,按年跌14.9%;手機攝像模組出貨量按年跌33.5%,股價較難進一步突破120元大關,同時亦要留意公司下周將公布業績,毛利率將會成焦點。
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。
(筆者為證監會持牌人)~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.