植耀輝: 美股造好標普重上4,000點 港股暫難扭轉弱勢
耀才證券研究部總監植耀輝稱,美股隔晚(8日)造好,三大指數均錄得升幅。聯儲局主席鮑威爾發表鷹派言論,但美股在金融及醫療板塊造好下,最終仍有不俗表現,當中道指上升近200點,收報31,774點,標普500指數亦升26點,收報4,006點,納指亦升70點或0.6%,收報11,862點。
相比之下,港股繼續未見起色,恆指昨日下跌189點或1%,收報118,854點。踏入9月後恆指可謂「跌跌不休」,「六連跌」兼累跌1,100點之餘,就連萬九關亦告失守。其實困擾大市之因素基本上未有太大改變,只是利好消息依然欠奉而已,故即使恆指有反彈但亦難有憧憬。而且不少板塊續受負面消息拖累,例如騰訊(00700.HK)便續有股東減持陰霾以及宏觀經濟困擾。但亦非所有板塊表現皆不濟,筆者早前推介之板塊如煤炭、油股、電氣設備及儲能概念股近期便相繼跑贏大市。
推介原因過去已多次分享,不贅,但想指出如俄烏戰事持續,全球能源及糧食供應緊張局面將至少維持一段時間;而在能源危機過後,各國亦肯定會加快新能源及儲電相關投資,在較多利好因素支持下,相關板塊依然值得看好。在未有其他更值得部署及吸納股份下,建議可繼續持有,未持貨者則可考驗分注吸納。
(筆者為證監會持牌人,並未持有相關股份)
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騰訊(00700.HK)持續捱沽拖累大市
耀才研究部稱,隔晚(8日)美股連彈兩日,三大指數各反覆升0.6%至0.7%,油價亦輕微反彈2%,美聯儲主席鮑威爾揚言繼續採取直接而有力的加息行動,金融股造好。港股方面,金龍中國指數跌近2%,中概股未能止跌,從資金流向來看,北向資金連續六日淨沽出A股,反映國際投資者對中國股票較為悲觀。Naspers Ltd的荷蘭子公司Prosus將1.92億股騰訊(00700.HK)放入CCASS中央結算系統,同時再度減持111.5萬股,將最新持有權降至27.99%,累減0.75%,市場擔心沽壓將會因更多股票放入CCASS而增大,目前並非適當時機撈底。
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週低位18,235點。
(筆者為證監會持牌人)~
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