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植耀輝: 港股反彈料有限 資源股續可留意
耀才證券研究部總監植耀輝稱,美股隔晚(5日)因勞動市假期休市,歐洲股市則個別發展,英國富時指數微升,不過法國及德國股市下跌,資源價格則繼續顯著上升。 港股方面,昨日走勢依然未見起色,恆指在低開152點後跌幅一度擴大至近390點,雖然跌幅有所收窄,但最終仍下跌226點或1.16%,收報19,225點,全日成交不足1,000億元。成份股中以車股表現最差,吉利(00175.HK)大跌7%,至於有股神減持之比亞迪(01211.HK)跌勢亦未止,再跌5.9%,單計9月份已累跌超過11%;中升控股(00881.HK)亦同樣未止跌,跌幅近4%。至於上升股份方面,資源股表現仍相當不俗,五大升幅成份股中有四隻為資源股,當中又以神華(01088.HK)表現最佳,升幅達到3.8%。油股如中海油(00883.HK)及中石化(00386.HK)亦分別上升2.5%及1.9%,中石油(00857.HK)亦升1.9%。 由於港股近期已累積不少跌幅,而在逼近前低位19,200點附近後預期會有一定支持,不排除短期港股會出現反彈可能;不過由於投資氣氛仍欠佳,預期後市仍有機會考驗19,000點水平。 (筆者為證監會持牌人,持有中海油股份) ********** 恆指能否站穩8月24日低位19,189點之上為關鍵 耀才研究部稱,隔晚(5日)美股假期休市,歐洲股市偏弱,市場擔憂能源危機引發的通脹持續,亦會令歐美央行維持緊縮的貨幣政策,不利股市。OPEC+ 開會後決定10月產量每日減產10萬桶,相當於全球需求的0.1%,油價曾經抽升4%;同時俄羅斯聲稱,不會恢復對歐洲的天然氣供應,直至西方解除制裁為止,原料成本增大亦會對重資產行業造成壓力,製造業未來前景有更大的不確定性,對全球股市造成壓力。 另人民銀行為提升金融機構外匯資金運用能力,自9月15日起,下調金融機構外匯存款準備金率2個百分點,即外匯存款準備金率由現行8%下調至6%,雖然對人民幣走勢有正面作用,不過較為關鍵的仍然為全球經濟壓力以及內地封控的進展。恆指昨日低見19,064點,創下自4月份以來的低位, 恆指技術走勢方面,指數MACD熊訊號擴大,同時有跌穿下跌三角形的勢頭,繼續下試低位的機會較大,目前先觀望能否重返8月24日低位19,189點之上。 (筆者為證監會持牌人)~
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