植耀輝: 「股債雙殺」道指急跌 港股考驗19,500點支持
阿思達克 08-23 10:24
耀才證券研究部總監植耀輝稱，美股隔晚(22日)急挫，Jackson Hole全球央行年會即將登場，投資者擔心聯儲局主席鮑威爾或釋出鷹派言論，美債息及美匯急升，美股亦大幅下跌，當中科技股跌勢頗急，納指便大跌2.6%，至於道指及標普500指數亦分別下跌近2%及2.1%。
至於港股昨日則輾轉回落，早段一度急跌至19,564點後反彈，在A股造好支持下一度倒升，最高曾升至19,825點，不過隨著美期下跌，權重股如匯控(00005.HK)等亦拖累港股表現，最終恆指下跌116點，收報19,656點，大市成交維持在830億元水平。成份股中表現最佳為宏橋(01378.HK)，上升4.3%，內房股亦見反彈，碧服(06098.HK)及碧桂園(02007.HK)便分別反彈3.9%及3.2%。內地體育用品股亦有好表現，李寧(02331.HK)及安踏(02020.HK)分別上升2.4%及3.5%。個別業績股表現則較失色，新奧能源(02688.HK)大跌14.3%，小米-W(01810.HK)亦跌近3.3%。
至於四隻準恆指成份股表現呈個別發展，當中以翰森製藥(03692.HK)表現最佳，累升3.2%，中國神華(01088.HK)亦升2.1%，百度-SW(09888.HK)則微升0.9%，不過周大福(01929.HK)則跟隨大市回落，收報16.26元，微跌0.6%。
由於大市整體氣氛仍不理想，加上投資者仍等待Jackson Hole年會各央行行長對經濟前景及息口去向之情況，故觀望氣氛將持續，預期恆指暫會於19,500至20,000點水平上落。
(筆者為證監會持牌人，並未持有相關股份)
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中國平安、中生製藥、安踏及恆地今公布業績
耀才研究部稱，美股連續兩日下跌，隔晚(22日)三大指數再跌約1.9%至2.6%，明星科技股普遍下跌，Netflix(NFLX.US)大跌6%。美國NABE調查顯示，72%的受訪經濟學家認為2023年中開始美國將出現衰退，市場同時亦擔心聯儲局將持續鷹派的加息步伐，美10年期國債息率再度升穿3厘，美匯指數亦曾經突破109的水平，再創自2002年的新高，拖累股市的氣氛。港股方面，中概股隔晚升1.2%，新能源車有望反彈勢頭，另一方面亦關注業績股，中國平安(02318.HK)、中生製藥(01177.HK)、安踏(02020.HK)及恆地(00012.HK)今日(23日)公布業績。
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接近出現熊信號，屆時沽壓亦會再度加深。
(筆者為證監會持牌人)~
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