植耀輝: 美股續見支持造好 港股缺乏上升催化劑
耀才證券研究部總監植耀輝稱,美股隔晚(15日)有好表現,雖然開市早段下跌,但科技股及消費類股表現理想,帶動三大指數回升,最終道指上升151點或0.45%,收報33,912點,標普500指數及納指則分別上升0.4%及0.62%。
港股方面,大市氣氛又有所轉差,五家國企宣布擬自美退市,加上內地最新公布之經濟數據表現遜預期,拖累港股下跌,恆指收報20,040點,下跌134點,不過成交依然低迷,全日計亦只得737.94億元。成份股中以東方海外(00316.HK)跌幅最大,達到14.7%,其次為上周公布業績之中芯(00981.HK),跌幅亦達到6.1%。內房股依然未見起色,碧桂園(02007.HK)及碧桂園服務(06098.HK)跌幅均超過4%,擬自美退市之中石油(00857.HK)及中石化(00386.HK)則分別下跌3.4%及3%。
相反,內需股見有資金追捧,海底撈(06862.HK)發盈警,預期半年盈轉虧,不過股價低開後隨即反彈,最終更大升近8%,成為表現最佳成份股,李寧(02331.HK)及蒙牛(02319.HK)亦分別上升1.7%及1.6%。
由於市場氣氛依然審慎,加上缺乏利好消息支持,相信大市短期仍難出現突破,另外業績因素及對經濟前景之擔憂亦會續困擾投資情緒,預期恆指將繼續於20,000點水平上落。
(筆者為證監會持牌人,持有東方海外股份)
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重磅股績前恆指於兩萬點關口爭持
耀才研究部稱,美股隔晚(15日)靠穩,道指連升第四日。不過商品市場出現震盪,由於中國三頭馬車經濟資料低於預期及前值,令市場憂慮中國方面需求放緩,油價盤中跌5%,紐約期油再度失守90美元水準,收市仍跌3%。港股仍然處於業績期,由於互聯網平台以及電子硬體類股份普遍沒有為市場帶來驚喜,甚至發出盈警,令投資者失去炒作憧憬,加上近期投資市場表現疲弱,亦有機會影響明天(17日)公布季績的港交所(00388.HK)及騰訊(00700.HK)的投資收益及金融資產減值,恆指短期內仍會於20000點關口爭持,待重磅股業績過後再重新觀望估值能否有提升的空間。
至於技術走勢方面,恆指上周五(12日)開始出現MACD牛訊號,短期的跌勢暫告一段落,開始進入橫行整固的階段,區間阻力位於19,500至20,300點,若之後能突破下跌通道頂,約20,300點附近,走勢有望轉佳。
(筆者為證監會持牌人)~
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