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植耀輝: 美股再度急跌 港股弱勢仍不樂觀
阿思達克 09-30 11:43
耀才證券研究部總監植耀輝稱,美股隔晚(29日)再度急跌,道指下挫458點或1.5%,收報29,225點,標普500指數下跌78點或2.1%,收報3,640點,納指急跌314點或2.8%,收報10,737點。個別股份方面,蘋果(AAPL.US)股價急挫近5%,Tesla(TSLA.US)股價更急跌近7% 至於港股方面,今日為9月最後一個交易日,除非今日港股能大幅反彈,否則恆指很大機會創下自2011年9月以來最大單月跌幅(該月跌超過14.3%)之餘,並連續第三個月下跌,累跌接近4,700點。統計年初至今73隻成份股表現,僅得十隻仍錄得升幅,跌幅超過四成之股份則多達15隻。10月能否扭轉頹勢似乎仍未能抱太大憧憬,皆因美匯強勢引發商品及其他貨幣匯價急跌,歐元區情況更值得關注,尤其是意大利新政府上場可能又會拋出減稅措施;俄烏局勢進展亦波譎雲詭,雖然預期港股或仍有機會出現反彈,但更大可能只是「彈散市」而已。 由於大市走勢仍不樂觀,而且幾乎所有板塊均無一倖免;面對此等情況,投資者亦不宜故亂撈底,宜靜待局勢稍作改善,或出現較多利好信號,例如投資氣氛有顯著改善後始再作部署。 (筆者為證監會持牌人,並未持有相關股份) *********** 投資者應採取逢高減持策略 耀才研究部稱,隔晚(29日)美股繼續下挫,完全抹走前日(28日)的升幅。美國首次申領失業金人數意外跌至五個月低位,引發了聯儲持續加息的憂慮,美國十年期債息訊曾升10個基點,標指創下近兩年新低,納指亦逼近兩年低位,Tesla(TSLA.US)跌近7%。 港股方面,人民銀行多次表示要維持人民幣匯率在合理均衡水平上基本穩定,最近匯價回升至7.11水平,有助緩慢股市跌勢,但由於市場氣氛仍然悲觀,金龍中國指數收於逾四個月低點,股市繼續探底的機會仍然較大,投資者應採取逢高減持的策略。 技術走勢方面,恆指14天RSI已跌至22超賣水平,美股反彈亦有利港股回升,惟須意留一日恆指未能升穿18,250點亦即約10天線水平,整體走勢依然呈反覆下跌之趨勢,後市仍有較大機會維持尋底可能。 (筆者為證監會持牌人)~
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