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植耀輝: 港股走勢未見起色 下方支持續看19,500點
耀才證券研究部總監植耀輝稱,港股上周走勢未見起色,雖然內房股有所反彈,但科技股表現欠佳,拖累大市表現。恆指上周二(16日)失守2萬點後走勢轉差,其後雖曾回升至兩萬點之上,惟該關口再度得而復失。至上周五(19日)最終雖靠穩,但全周計仍跌超過400點,收報19,773點。大市投資氣氛仍相當審慎,日均成交繼續維持於1,000億元以下。 隨著本周業績發布高峰期,預期投資者焦點仍會集中個股身上,不過由於整體大市氣氛仍欠佳,而且本周尚須關注聯儲局主席鮑威爾於Jackson Hole年會之發言。另外A股及內房債務問題亦會對港股有更多啟示。預期恆指只會維持拉鋸格局,於19,500至20,000點水平上落。 另外,恆指服務公司於季檢後宣布,加入中國神華(01088.HK)、周大福(01929.HK)、翰森製藥(03692.HK)及百度-SW(09888.HK),預期相關股份短期會有炒作,在市況淡靜下不妨作短線部署。 (筆者為證監會持牌人,並未持有相關股份) **************** 大市拉鋸 等待友邦及美團業績 耀才研究部稱,上周五美股回吐,三大指數跌1%-2%。金龍中國指數四連跌,新能源車股持續走低。恆指公司公布季檢結果,中國神華(01088.HK)、周大福(01929.HK)、翰森製藥(03692.HK)及百度-SW(09888.HK)將加入恆生指數,9月5日生效。市場繼續聚焦業績股以觀望指數能否反彈,小米-W(01810.HK)第二季純利13.86億元,按年減83.2%,遜於預期,相信大市氣氛持續受壓。本周公布業績的重磅股包括友邦(01299.HK)及美團-W(03690.HK),由於兩間公司的業務於次季均受到內地疫情打擊,市場對此的憧憬暫時不大。中國今日(22日)公布新一輪貸款市場報價利率(LPR),若果跟MLF利率一樣有所下調的話將有助內房反彈。 至於技術走勢方面,恆指一直受壓於10天線,將持續下試月內低位19,500點,投資者小心MACD接近出現熊訊號,屆時沽壓亦會再度加深。 (筆者為證監會持牌人)~
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