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植耀輝: 美股反彈 港股有望止跌回穩
耀才證券研究部總監植耀輝稱,美股隔晚(19日)反彈,三大指數均錄得升幅,議息前投資氣氛仍較謹慎,不過科技股出現反彈,納指升幅較大,上升0.76%;道指及標普500指數亦錄得升幅,分別上升0.64%及0.69%。 港股方面,走勢依然未見起色,昨日再跌近200點,跌至18,565點水平。內房、醫藥及科技股下跌,阿里-SW(09988.HK)便下跌3.6%,騰訊(00700.HK)及美團-W(03690.HK)則分別下跌1.4%及1.5%。物管股碧桂園服務(06098.HK)為最大跌幅藍籌,跌幅達7%,內房龍湖(00960.HK)及碧桂園(02007.HK)則分別下跌6%及3.3%。醫藥股亦大跌,中生製藥(01177.HK)及藥明生物(02269.HK)分別下跌6.9%及5%。 由於隔晚美股回穩以及中概股造好,加上亞太區股市早段亦見反彈,預期港股亦有望止跌回穩,不過由於投資氣氛依然欠佳,以及投資者將繼續觀望聯儲局議息會議,預期彈幅亦相當有限,相信在19,000點水平會有較大阻力。 (筆者為證監會持牌人,並未持有相關股份) ********** 北水出現淨流出 大市仍屬易跌難升 耀才研究部稱,美股隔晚(19日)反彈,道指盤中跌逾200後倒升,三大指數收升約0.7%水平,並貼近全日高位,大型科技股表現較理想。摩通指美國股市拋售潮可能接近尾聲,預期聯儲本周加息0.75厘後,11月及12月合共再加息一厘左右。 港股方面,金龍中國指數上升1.55%,新能源車板塊升幅較大,黑期預計恆指反彈過百點,於18,700點水平,北水昨日於恆指跌穿月內低位支持時淨流出12億元,終止連續四天流入的情況,大市仍然屬於易跌難升的格局。今日中國將公布LPR利率,市場預計環比持平不變。 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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