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植耀輝: 美股續跌納指兩年低 恆指考驗16,900點水平
耀才證券研究部總監植耀輝稱,美股隔晚(10日)走勢偏軟,科技股及芯片股沽壓顯著,納指受此拖累下創近兩年新低;至於道指及標普500指數跌幅亦分別達到0.3%及0.75%。投資者繼續關注本週四(13日)公布之美國9月CPI數據表現。 至於港股方面,受多個不利因素困擾,恆指低開291點後跌幅持續擴大,恆指最低曾跌至17,174點,收市前亦未見太大起息,最終收報17,216點,下跌523點或2.95%,成交金額951億元。成份股中只得4隻錄得升幅,當中以中海外(00688.HK)表現最佳,但升幅亦僅得1.2%,其餘三隻上升股份中石油(00857.HK)、碧桂園(02007.HK)及華潤置地(01109.HK)升幅均不足1%。至於下跌股份方面,有12隻股份跌幅超過5%,當中金沙中國(01928.HK)跌幅超過9%,李寧(02331.HK)亦跌近9%。 現時困擾市場之因素不少,除觀望內地疫情進展外,外圍美股亦繼續波動,加上俄烏戰事又再度加劇,A股復市表現亦欠佳,令港股進一步受壓,由於現時大市下行壓力仍大,如短期A股仍未止瀉,恐怕港股或會進一步考驗前低位支持,亦即16,900點水平。建議投資者現階段宜繼續保持觀望,待市況回穩再作部署。 (筆者為證監會持牌人,並未持有相關股份) ************* 恆指下一個關鍵支持位在於16,906點 耀才研究部稱,隔晚(10日)美股連跌四日,納指跌至近兩年新低,美國十年期國債息率高見3.957厘,再創自2009年的新高。俄烏戰局再燃,多間大行看淡後市,摩通認為美國將在6至9個月後陷入衰退,標普500指數可能再跌20%,加上中美關係緊張,市場缺乏利好催化劑。中概股集體下跌,金龍中國指數跌至五個月新低,SEC指新東方(09901.HK)(EDU.US)的會計工作底稿無法供檢查,勢將拖累本港科網股,恆指下一個關鍵支持位在於16,906點。 技術走勢方面,恆指成功回補10月5日遺下的上升裂口,由於10月5日至7日出現了島型頂的形態,走勢更為利淡,小心指數MACD出現熊信號的話將下試新低。 (筆者為證監會持牌人)~
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