植耀輝: 美股四連跌 港股續缺乏方向
阿思達克 09-01 10:47
耀才證券研究部總監植耀輝稱，美股連續第四個交易日下跌，加息之陰霾，加上個人電腦生產商惠普(HP.US)及其他電子設備公司下調財測，令股市再度下挫。隔晚(31日)道指下跌280點或0.9%，收報31,510點，標普500指數下跌31點或0.78%，收報3,955點，納指下跌66點或0.56%，收報11,816點。8月全月計，道指累跌4.1%，標普500指數下跌4.2%，納指則跌4.6%。以8月計為近七年以來表現最差。
港股方面，昨日走勢相當反覆，低開360點後跌幅一度擴大至近400點，最低曾見19,564點，但在科技股走勢轉強下陸續收復失地，午後更一度倒升224點，最終收市則僅升5點，收報19,954點，成交金額則受MSCI換馬因素影響而急增至1,365.5億元。成份股中以海底撈(06862.HK)表現最佳，上升6.5%，其次為李寧(02331.HK)，升幅亦達到3.9%。至於被股神減持之比亞迪(01211.HK)下跌近8%，收報242.2元，內房股則個別發展，碧桂園(02007.HK)跌幅便達到6.4%，不過中海外(00688.HK)及龍湖(00960.HK)則分別上升0.2%及1%。
雖然恆指走勢頗「硬淨」，但美國本週尚會公布8月非農數據，加上美股走勢料會繼續反覆，故盡管業績期已過，但預期港股表現仍會較反覆。另外，恆指於20,000點之上阻力亦不輕，在缺乏進一步利好消息之前，恆指料將維持反覆拉鋸不變，並繼續於現水平上落。
(筆者為證監會持牌人，並未持有相關股份)
********
恆指維持19,500點至20,200點區間上落
耀才研究部稱，隔晚(31日)美股出現四連跌，由於美國國債息率持續向上，美10年期國債息率升至3.2厘的高位，對股市造成壓力。另外於今年有投票權的聯儲官員Loretta Mester 支持局方應於明年初將利率提高到略高於4%並將其維持在該水準，官員相繼放鷹令市場很難對股市樂觀。恆指昨日反覆只收升5點，但上下波幅高達600點，假若指數未能升穿8月5日高位20,283點，走勢上仍然屬於浪低於浪的格局，黑期預示指數將跌近200點，指數短期內仍會於8月橫行區間即19,500點至20,200點上落。
恆指技術走勢方面，指數連續兩日於20天線失而復得，不過RSI未能超越50水準，買入動能仍然偏弱。以6月份22,449點開始的跌浪起計，恆指反彈0.382黃金比率的目標為20,426點。
(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.
More Content
CS Hotline: +852 3018 4526
Trading days: 24 hours | Non-trading days: 9:00-18:00
