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植耀輝: 美股延續升勢 港股反覆偏軟格局未變
耀才證券研究部總監植耀輝稱,美股隔晚(25日)延續升勢,可口可樂(KO.US)及通用汽車(GM.US)等業績勝預期,科技股繼續有好表現,另債息回落亦對市場氣氛有利。最終三大指數均有好表現,當中道指上升337點或1.1%,收報31,836點,標普500指數及納指則分別上升1.63%及2.25%。 港股方面,恆指昨日一度失守15,000點關口,其後在科技股反彈下最高曾升至15,435點,惟隨著科技股升幅收窄,加上匯控(00005.HK)及友邦(01299.HK)股價跌幅顯著,拖累恆指表現,最終恆指收報15,165點,微跌15點或0.1%,科指則有較明顯反彈,上升82點或2.96%,收報2,884點,大市成交金額1,434.億元。至於南北資金流向方面,北向資金淨流入約28.45億元人民幣(下同),扭轉過去六個交易日淨流出情況;至於南向資金則持續淨流入65.32億元。 雖然隔晚美股表現不俗,不過美股收市後微軟(MSFT.US)及Alphabet(GOOG.US)季績遜預期,消息或不利美股表現,連帶利淡短期投資氣氛。另外,雖然美股過去數個交易日表現理想,但港股亦未見受惠,反映港股市況仍未許樂觀。如A股能有好表現,對港股亦屬一定利好,但在未有進一步利好消息支持下,預期恆指亦只會於15,000至15,500點區間上落。 (筆者為證監會持牌人,持有微軟股份) ******** 北向資金能否持續出現淨流入較為關鍵 耀才研究部稱,隔晚(25日)美股繼續向上,由於經濟數據差過預期,令美匯及美債息率回落,對股市有支持。美國10月份消費者信心指數從9月份修正後的107.8下降到102.5,為三個月來首次下降,加上樓價數據亦有所回落,令市場憧憬聯儲局會放慢加息步伐。不過,近期在美科網巨企業績差過預期,相信股市反彈的力度亦有限。港股方面,離岸人民幣持續弱勢成為後市隱憂,北向資金昨日流入28億,短期能否持續出現淨流入較為關鍵,因為將反映外資對內地經濟增長的看法。另外,多間企業將公布業績,包括平安(02318.HK)、藥明康德(02359.HK)及青啤(00168.HK)等,值得關注。 技術走勢方面,恆指走勢進一步轉差,一日未能重上10天線16,000點水平,意味向下趨勢仍未出現改善,有機會向下考驗15,000點心理關口。 (筆者為證監會持牌人)~
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