植耀輝: 美股反彈納指升2% 歐央行議息結果成焦點
耀才證券研究部總監植耀輝稱,美股隔晚(7日)反彈,納指升幅更達到2%。聯儲局最新公布之褐皮書指美國經濟前景或會受到高物價及勞動力市場緊張所影響,投資者憧憬加息步伐或有所放緩,道指上升435點或1.4%,標普500指數亦升71點或1.8%,收報3,979點。納指則收報11,791點,上升246點或2.1%。
港股方面,昨日走勢依然未見起色,甫開市即低開近300點,失守19,000點關口,最低更曾跌至18,818點,為今年3月以來最低。雖然最終收市能重上19,000點水平,惟全日計仍下跌158點,收報19,044點,科指亦一度失守4,000點,最終收報4,014點,下跌1.3%。大市成交金額只得861.3億元。成份股中以中國宏橋(01378.HK)表現最佳,不過升幅亦只得1.9%,至於內房股則續見反彈,中海外(00688.HK)及龍湖(00960.HK)均升近1%。至於內需股表現仍差,海底撈(06862.HK)及百威亞太(01876.HK)分別下跌4.3%及近3%。
由於今晚(8日)歐央行議息會議結果將對後市有相當啟示,預期恆指暫將維持拉鋸狀況不變。不過正如早前所指,恆指已連跌五個交易日,並累跌超過900點或4.6%,而初步看19,000點水平似有支持,故短期先看該水平是否能企穩;但即使能企穩並反彈,但並不意味港股能有好表現,畢竟不利消息仍多,另外內地經濟數據、疫情以及人民幣匯價表現仍會左右後市走勢,故若恆指能出現反彈,建議投資者還是採取逢高減持策略為妙。
(筆者為證監會持牌人,並未持有相關股份)
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恆指未出現見底訊號勿亂撈底
耀才研究部稱,隔晚(7日)美股全線向上,三大指數收升逾1%。明星科技股升幅居前,蘋果(AAPL.US)推出iPhone 14系列手機,股價收高近1%。商品市場方面,油價再度下挫,紐油及布油跌5%以上,創下俄烏戰爭爆發以來新低,反映國際經濟放緩的憂慮蓋過了油組減產以及天然氣短缺的利好作用,投資者對後市未能太樂觀。港股方面,黑期預示港股於19,000點爭持,由於指數持續創下低位,成交以及北水流入量亦相對淡靜,尋底格局持續的情況下不宜盲目撈底,需要先繼續等待反彈訊號配合。
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型的勢頭,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,否則下一個位置則需要下試52周低位18,235點。
(筆者為證監會持牌人)~
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